MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in GD — General Dynamics Corp
CIK 1607355
GLASTONBURY, CT
Position in GD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,910,435
+$90,540 QoQ
Shares Held
8,216
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#632
of 2,198 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $14,334,839 across 13 Aerospace & Defense names. GD ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
39,816 | $7,554,289 | |
| 2 | GD |
General Dynamics Corp
This page
|
8,216 | $2,910,435 | |
| 3 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
19,525 | $973,516 | |
| 4 | ATRO |
Astronics Corp
|
10,980 | $882,609 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,619 | $824,815 | |
| 6 | HEI |
Heico Corp
|
1,139 | $405,700 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,304 | $288,288 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
23,250 | $247,612 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,910,435 | 8,216 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,819,895 | 8,216 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,673,417 | 7,941 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,707,881 | 7,941 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,316,072 | 7,941 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,164,557 | 7,941 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,092,374 | 7,941 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,414,880 | 7,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,318,508 | 7,991 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,257,377 | 7,991 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,075,022 | 7,991 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,765,771 | 7,991 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,719,263 | 7,991 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,835,036 | 8,041 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,987,112 | 8,009 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,693,116 | 7,980 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,758,716 | 7,949 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,909,663 | 7,918 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,228,544 | 10,690 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,615,483 | 8,241 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,545,049 | 8,207 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,483,889 | 8,173 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,508,737 | 10,138 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,439,256 | 10,397 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,222,881 | 8,182 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,076,209 | 8,134 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||