SEC 13F Intelligence

Mark Sheptoff Financial Planning, LLC / AMZN

Mark Sheptoff Financial Planning, LLC’s Amazon Com Inc Position

Does Mark Sheptoff Financial Planning, LLC own Amazon Com Inc (AMZN)? Yes — 7.0K shares worth $2M (+1.02% of its 13F portfolio) as of Q1 2026, up from 5.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.0K
% of Portfolio
+1.02%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $207,000Q4 ’18Q1 ’19: $256,000Q2 ’19: $273,000Q3 ’19: $283,000Q4 ’19: $301,000Q4 ’19Q1 ’20: $318,000Q2 ’20: $433,000Q3 ’20: $400,000Q4 ’20: $886,000Q4 ’20Q1 ’21: $455,000Q2 ’21: $564,000Q3 ’21: $539,000Q4 ’21: $764,000Q4 ’21Q1 ’22: $1MQ2 ’22: $587,000Q3 ’22: $969,000Q4 ’22: $611,940Q4 ’22Q1 ’23: $682,437Q2 ’23: $876,932Q3 ’23: $750,262Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$2M+1.02%
Q4 20255.5K$1M+0.60%
Q3 20255.5K$1M+0.57%
Q2 20257.1K$2M+0.83%
Q1 20255.9K$1M+0.62%
Q4 20246.4K$1M+0.75%
Q3 20245.5K$1M+0.55%
Q2 202410.2K$2M+1.10%
Q1 202410.1K$2M+1.01%
Q4 20236.9K$1M+0.63%
Q3 20235.9K$750,262+0.48%
Q2 20236.7K$876,932+0.50%
Q1 20236.6K$682,437+0.40%
Q4 20227.3K$611,940+0.36%
Q3 20228.6K$969,000+0.59%
Q2 20225.5K$587,000+0.34%
Q1 2022337$1M+0.55%
Q4 2021229$764,000+0.36%
Q3 2021164$539,000+0.30%
Q2 2021164$564,000+0.30%
Q1 2021147$455,000+0.26%
Q4 2020272$886,000+0.50%
Q3 2020127$400,000+0.25%
Q2 2020157$433,000+0.28%
Q1 2020163$318,000+0.24%
Q4 2019163$301,000+0.19%
Q3 2019163$283,000+0.19%
Q2 2019144$273,000+0.19%
Q1 2019144$256,000+0.18%
Q4 2018138$207,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mark Sheptoff Financial Planning, LLC’s full portfolio or all institutional holders of AMZN.