MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in PR — Permian Resources Corp
CIK 1607355
GLASTONBURY, CT
Position in PR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,205
-$1,455 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 614 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $718,691 across 3 Oil & Gas E&P names. PR ranks #3 (1.3% of the industry book) .
All Filings in PR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,205 | 500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,660 | 500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,015 | 500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,400 | 500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,810 | 500 | Shares | Sole | 2025-08-06 | |
| 2024-06-30 | $179,265 | 11,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $204,856 | 11,600 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,880 | 800 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||