Position in CVM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3
-$2 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $4,912,100 across 16 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
9,295 | $4,617,105 | |
| 2 | DYN |
Dyne Therapeutics, Inc.
|
4,250 | $94,392 | |
| 3 | TVTX |
Travere Therapeutics, Inc.
|
1,600 | $90,896 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
100 | $62,354 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
160 | $12,523 | |
| 6 | ARQT |
Arcutis Biotherapeutics, Inc.
|
300 | $7,866 | |
| 7 | AUPH |
Aurinia Pharmaceuticals Inc.
|
400 | $6,788 | |
| 8 | NVAX |
Novavax Inc
|
500 | $4,710 |
All Filings in CVM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3 | 1 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5 | 1 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9 | 1 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9 | 40 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15 | 40 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42 | 40 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46 | 40 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $76 | 40 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $108 | 40 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $49 | 40 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $96 | 40 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $92 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $93 | 40 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $123 | 40 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $179 | 40 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $157 | 40 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $283 | 40 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $439 | 40 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $347 | 40 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $608 | 40 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $466 | 40 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $509 | 40 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $596 | 40 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $461 | 40 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||