Position in CLS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,790,784
+$2,430,522 QoQ
Shares Held
29,580
-0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
6.43%
of 13F equity value
Holder Rank
#179
of 868 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $11,146,081 across 7 Electronic Components names. CLS ranks #1 (96.8% of the industry book) .
All Filings in CLS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,790,784 | 29,580 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,360,262 | 29,680 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,964,373 | 30,325 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,663,649 | 31,105 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,850,806 | 31,073 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,203,133 | 27,955 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,675,315 | 28,985 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,047,960 | 20,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,178,131 | 20,550 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $231,312 | 7,900 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $58,848 | 2,400 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||