MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1607355
GLASTONBURY, CT
Position in HALO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,523
+$7,030 QoQ
Shares Held
160
+88.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#553
of 647 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HALO 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. HALO ranks #5 (0.3% of the industry book) .
| # | 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.
This page
|
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 HALO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,523 | 160 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,493 | 85 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $15,815 | 235 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $75,906 | 1,035 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,970 | 134 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,423 | 85 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,063 | 85 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,865 | 85 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,450 | 85 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,457 | 85 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||