MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in PAAS — Pan American Silver Corp

CIK 1607355 GLASTONBURY, CT

Position in PAAS

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

Position Value

$139,744

-$41,627 QoQ

Shares Held

3,120

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#443

of 582 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $687,029 across 7 Gold names. PAAS ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KGC	Kinross Gold Corp	15,138	$357,559
2	PAAS	Pan American Silver Corp This page	3,120	$139,744
3	AUGO	Aura Minerals Inc.	2,000	$125,900
4	GFI	Gold Fields Ltd	1,152	$38,695
5	WPM	Wheaton Precious Metals Corp.	100	$11,232
6	CDE	Coeur Mining, Inc.	500	$8,160
7	AEM	Agnico Eagle Mines Ltd	37	$5,739

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$139,744	3,120	-6.0%	Shares	Sole	2026-08-13
2026-03-31	$181,371	3,320	-45.2%	Shares	Sole	2026-05-11
2025-12-31	$313,709	6,055	+6.9%	Shares	Sole	2026-02-12
2025-09-30	$219,444	5,666	+214.8%	Shares	Sole	2025-11-13
2025-06-30	$51,120	1,800	-46.4%	Shares	Sole	2025-08-06
2024-09-30	$70,102	3,359	+102.5%	Shares	Sole	2024-11-14
2024-06-30	$32,980	1,659	+943.4%	Shares	Sole	2024-08-12
2024-03-31	$2,397	159	0.0%	Shares	Sole	2024-05-10
2023-12-31	$2,596	159	0.0%	Shares	Sole	2024-02-09
2023-09-30	$2,302	159	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,318	159	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.