MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in LGN — Legence Corp.

CIK 1607355 GLASTONBURY, CT

Position in LGN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$72,445

+$30,100 QoQ

Shares Held

850

+13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#231

of 263 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,480,249 across 5 Engineering & Construction names. LGN ranks #2 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	1,800	$1,296,072
2	LGN	Legence Corp. This page	850	$72,445
3	AGX	Argan Inc	50	$39,927
4	STRL	Sterling Infrastructure, Inc.	46	$38,610
5	EME	EMCOR Group, Inc.	40	$33,195

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,445	850	+13.3%	Shares	Sole	2026-08-13
2026-03-31	$42,345	750	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.