Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,859
+$125 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,616
of 1,679 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,604,500 across 4 Healthcare Plans names. CI ranks #4 (0.2% of the industry book) .
All Filings in CI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,859 | 14 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,734 | 14 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,853 | 14 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,035 | 14 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,272 | 22 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,606 | 14 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,865 | 14 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,850 | 14 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,627 | 14 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,084 | 14 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,192 | 14 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,004 | 14 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,576 | 27 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,621 | 22 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,982 | 9 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,497 | 9 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,371 | 9 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,156 | 9 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,066 | 9 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $17,718 | 100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||