Position in NVDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,627,181
+$651,229 QoQ
Shares Held
13,130
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#3,979
of 5,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $4,839,642 across 10 Semiconductors names. NVDA ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
13,130 | $2,627,181 | |
| 2 | TXN |
Texas Instruments Inc
|
3,735 | $1,113,291 | |
| 3 | MU |
Micron Technology Inc
|
500 | $577,145 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
700 | $190,365 | |
| 5 | AVGO |
Broadcom Inc.
|
375 | $141,656 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
192 | $91,693 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
100 | $58,091 | |
| 8 | STM |
STMicroelectronics N.V.
|
250 | $18,722 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,627,181 | 13,130 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,975,952 | 11,330 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,025,589 | 16,223 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,131,372 | 16,783 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,170,069 | 20,065 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,597,109 | 23,963 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,940,951 | 21,900 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,173,654 | 17,899 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,980,346 | 16,030 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,714,053 | 1,897 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $934,480 | 1,887 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $657,704 | 1,512 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $755,936 | 1,787 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $392,211 | 1,412 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $204,596 | 1,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $169,946 | 1,400 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $280,441 | 1,850 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $682,150 | 2,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $954,386 | 3,245 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $667,055 | 3,220 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $624,078 | 780 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $200,224 | 375 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $274,155 | 525 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $365,323 | 675 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $351,418 | 925 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $296,550 | 1,125 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||