MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in IA — Innovative Solutions & Support Inc
CIK 1607355
GLASTONBURY, CT
Position in IA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$127,286
New position
Shares Held
6,200
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $14,334,839 across 13 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
39,816 | $7,554,289 | |
| 2 | GD |
General Dynamics Corp
|
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 IA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,286 | 6,200 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||