MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1607355
GLASTONBURY, CT
Position in WPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,232
-$1,869 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#799
of 849 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $687,029 across 7 Gold names. WPM ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGC |
Kinross Gold Corp
|
15,138 | $357,559 | |
| 2 | PAAS |
Pan American Silver Corp
|
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.
This page
|
100 | $11,232 | |
| 6 | CDE |
Coeur Mining, Inc.
|
500 | $8,160 | |
| 7 | AEM |
Agnico Eagle Mines Ltd
|
37 | $5,739 |
All Filings in WPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,232 | 100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,101 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,752 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,184 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,980 | 100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,763 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $129,352 | 2,300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $67,188 | 1,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,210 | 500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,565 | 500 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,670 | 500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,275 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,610 | 500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $24,080 | 500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,540 | 500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,180 | 500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,015 | 500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $35,685 | 750 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $32,197 | 750 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,185 | 750 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $33,052 | 750 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $19,105 | 500 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $20,870 | 500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,535 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,025 | 500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,765 | 500 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||