Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$95,172
+$18,054 QoQ
Shares Held
680
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,359
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $144,288 across 2 Banks - Diversified names. C ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
680 | $95,172 | |
| 2 | BAC |
Bank Of America Corp /De/
|
862 | $49,116 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,172 | 680 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $77,118 | 680 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $79,349 | 680 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $69,020 | 680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,881 | 680 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $48,273 | 680 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,865 | 680 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,568 | 680 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,152 | 680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,303 | 495 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,462 | 495 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,718 | 990 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $45,579 | 990 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $46,421 | 990 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $44,777 | 990 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $41,253 | 990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $68,525 | 1,490 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $79,566 | 1,490 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $74,883 | 1,240 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $87,023 | 1,240 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $87,730 | 1,240 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $72,022 | 990 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $61,043 | 990 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,989 | 1,090 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $55,699 | 1,090 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $41,698 | 990 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||