MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1607355
GLASTONBURY, CT
Position in FBCG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,637
+$14,987 QoQ
Shares Held
1,250
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#52
of 59 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,637 | 1,250 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $62,650 | 1,250 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $101,289 | 1,847 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,110 | 1,847 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,895 | 599 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $33,175 | 830 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,585 | 445 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,947 | 443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,797 | 1,786 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $68,707 | 1,786 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $44,735 | 1,343 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $38,891 | 1,343 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||