MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in TWO-PC — Two Harbors Investment Corp.
CIK 1607355
GLASTONBURY, CT
Position in TWO-PC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,653
+$371 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 228 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWO-PC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $87,942 across 6 REIT - Mortgage names. TWO-PC ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
|
3,300 | $43,263 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,730 | $18,857 | |
| 3 | NLY |
Annaly Capital Management Inc
|
550 | $12,298 | |
| 4 | CIM |
Chimera Investment Corp
|
461 | $6,149 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
This page
|
375 | $4,653 | |
| 6 | EFC |
Ellington Financial Inc.
|
200 | $2,722 |
All Filings in TWO-PC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,653 | 375 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,282 | 375 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,937 | 375 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,701 | 375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,038 | 375 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,010 | 375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,436 | 375 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,205 | 375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,953 | 375 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,965 | 375 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,223 | 375 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,965 | 375 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,205 | 375 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,516 | 375 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,913 | 375 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $7,470 | 1,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,295 | 1,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,655 | 1,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,510 | 1,500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,340 | 1,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,995 | 1,500 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,555 | 1,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,635 | 1,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,560 | 1,500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,715 | 1,500 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||