MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in VRTX — Vertex Pharmaceuticals Inc / Ma
CIK 1607355
GLASTONBURY, CT
Position in VRTX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,617,105
+$354,435 QoQ
Shares Held
9,295
-2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#479
of 1,705 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $4,912,100 across 16 Biotechnology names. VRTX ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
This page
|
9,295 | $4,617,105 | |
| 2 | DYN |
Dyne Therapeutics, Inc.
|
4,250 | $94,392 | |
| 3 | TVTX |
Travere Therapeutics, Inc.
|
1,600 | $90,896 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
100 | $62,354 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
160 | $12,523 | |
| 6 | ARQT |
Arcutis Biotherapeutics, Inc.
|
300 | $7,866 | |
| 7 | AUPH |
Aurinia Pharmaceuticals Inc.
|
400 | $6,788 | |
| 8 | NVAX |
Novavax Inc
|
500 | $4,710 |
All Filings in VRTX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,617,105 | 9,295 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,262,670 | 9,546 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,645,126 | 10,246 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,218,354 | 10,771 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,795,249 | 10,771 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,173,514 | 10,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,458,291 | 11,071 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,230,289 | 11,246 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,353,719 | 11,422 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,742,741 | 11,346 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,596,229 | 11,296 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,905,120 | 11,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,951,949 | 11,230 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,601,250 | 11,430 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,300,755 | 11,430 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,309,442 | 11,430 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,432,202 | 12,180 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,260,298 | 12,493 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,568,602 | 7,143 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,277,529 | 7,043 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,437,621 | 7,130 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,612,749 | 7,505 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,458,408 | 10,402 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,633,305 | 9,677 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,678,690 | 9,227 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,156,302 | 9,062 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||