MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in MA — Mastercard Inc

CIK 1607355 GLASTONBURY, CT

Position in MA

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

Position Value

$326,136

+$8,852 QoQ

Shares Held

635

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,872

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $3,297,843 across 4 Credit Services names. MA ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,903	$2,711,440
2	MA	Mastercard Inc This page	635	$326,136
3	PYPL	PayPal Holdings, Inc.	5,863	$253,164
4	AXP	American Express Co	21	$7,103

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,136	635	0.0%	Shares	Sole	2026-08-13
2026-03-31	$317,284	635	0.0%	Shares	Sole	2026-05-11
2025-12-31	$362,508	635	0.0%	Shares	Sole	2026-02-12
2025-09-30	$361,194	635	0.0%	Shares	Sole	2025-11-13
2025-06-30	$356,831	635	0.0%	Shares	Sole	2025-08-06
2025-03-31	$348,056	635	0.0%	Shares	Sole	2025-05-13
2024-12-31	$334,371	635	0.0%	Shares	Sole	2025-02-12
2024-09-30	$313,563	635	0.0%	Shares	Sole	2024-11-14
2024-06-30	$280,136	635	0.0%	Shares	Sole	2024-08-12
2024-03-31	$305,796	635	-19.1%	Shares	Sole	2024-05-10
2023-12-31	$334,810	785	0.0%	Shares	Sole	2024-02-09
2023-09-30	$310,789	785	0.0%	Shares	Sole	2023-11-13
2023-06-30	$308,740	785	0.0%	Shares	Sole	2023-08-10
2023-03-31	$285,276	785	0.0%	Shares	Sole	2023-05-11
2022-12-31	$272,968	785	-27.6%	Shares	Sole	2023-02-14
2022-09-30	$308,508	1,085	0.0%	Shares	Sole	2022-11-09
2022-06-30	$342,295	1,085	0.0%	Shares	Sole	2022-08-11
2022-03-31	$387,757	1,085	-4.8%	Shares	Sole	2022-05-12
2021-12-31	$409,624	1,140	-8.1%	Shares	Sole	2022-02-11
2021-09-30	$431,470	1,241	0.0%	Shares	Sole	2021-11-10
2021-06-30	$453,076	1,241	+4.6%	Shares	Sole	2021-08-12
2021-03-31	$422,275	1,186	+0.1%	Shares	Sole	2021-05-11
2020-12-31	$422,973	1,185	+28.1%	Shares	Sole	2021-02-11
2020-09-30	$312,807	925	-21.9%	Shares	Sole	2020-11-12
2020-06-30	$350,404	1,185	+9.2%	Shares	Sole	2020-08-10
2020-03-31	$262,092	1,085	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.