MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in VRT — Vertiv Holdings Co
CIK 1607355
GLASTONBURY, CT
Position in VRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,223
+$12,636 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,865
of 2,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $437,408 across 3 Electrical Equipment & Parts names. VRT ranks #2 (11.5% of the industry book) .
All Filings in VRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,223 | 150 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $37,587 | 150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,301 | 150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,629 | 150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,335 | 135 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,220 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,083 | 300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $29,847 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,657 | 100 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||