Position in CC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,627
-$488 QoQ
Shares Held
323
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 469 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $101,577 across 4 Specialty Chemicals names. CC ranks #4 (6.5% of the industry book) .
All Filings in CC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,627 | 323 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,115 | 323 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,808 | 323 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,116 | 323 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,698 | 323 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,370 | 323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,458 | 323 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,563 | 323 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,290 | 323 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,481 | 323 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,187 | 323 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,060 | 323 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,915 | 323 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,670 | 323 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,890 | 323 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,961 | 323 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,342 | 323 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,168 | 323 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,839 | 323 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,386 | 323 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,240 | 323 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,014 | 323 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,007 | 323 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,753 | 323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,958 | 323 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,865 | 323 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||