MSFP
DBVT

Mark Sheptoff Financial Planning’s DBV Technologies DBVT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DBVT Stock Details DBVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300
Closed -$5.75K – 524
2025
Q4 		$5.75K Hold
300
– – ﹤0.01% 412
2025
Q3 		$3K Hold
300
– – ﹤0.01% 439
2025
Q2 		$2.75K Hold
300
– – ﹤0.01% 449
2025
Q1 		$2.05K Hold
300
– – ﹤0.01% 407
2024
Q4 		$927 Buy
300
+240
+400% +$818 ﹤0.01% 408
2024
Q3 		$210 Hold
60
– – ﹤0.01% 421
2024
Q2 		$240 Buy
60
+30
+100% +$184 ﹤0.01% 420
2024
Q1 		$225 Hold
30
– – ﹤0.01% 390
2023
Q4 		$286 Hold
30
– – ﹤0.01% 383
2023
Q3 		$408 Hold
30
– – ﹤0.01% 368
2023
Q2 		$570 Hold
30
– – ﹤0.01% 375
2023
Q1 		$507 Hold
30
– – ﹤0.01% 372
2022
Q4 		$459 Hold
30
– – ﹤0.01% 379
2022
Q3 		$1K Hold
30
– – ﹤0.01% 344
2022
Q2 		$1K Hold
30
– – ﹤0.01% 358
2022
Q1 		$0 Hold
30
– – ﹤0.01% 440
2021
Q4 		$0 Hold
30
– – ﹤0.01% 459
2021
Q3 		$1K Hold
30
– – ﹤0.01% 379
2021
Q2 		$2K Hold
30
– – ﹤0.01% 390
2021
Q1 		$2K Hold
30
– – ﹤0.01% 346
2020
Q4 		$1K Hold
30
– – ﹤0.01% 338
2020
Q3 		$1K Hold
30
– – ﹤0.01% 311
2020
Q2 		$1K Hold
30
– – ﹤0.01% 341
2020
Q1 		$1K Sell
30
-100
-77% -$8.97K ﹤0.01% 320
2019
Q4 		$14K Buy
+130
New +$10.4K 0.01% 251

Other funds holding DBVT

MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Mark Sheptoff Financial Planning's DBVT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of DBV Technologies (DBVT) in Q1 2026, closing a stake of 300 shares — an estimated $5.75K sold.

Mark Sheptoff Financial Planning first reported a position in DBVT in Q4 2019 and held it in 25 quarters. The position peaked at $14K in Q4 2019. 71 funds tracked by Wall St. Rank hold DBVT as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining DBV Technologies position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 DBV Technologies shares in Q1 2026, an estimated $5.75K.
  • Mark Sheptoff Financial Planning first reported a position in DBV Technologies in Q4 2019 and held it in 25 quarters.
  • Mark Sheptoff Financial Planning's DBV Technologies position peaked at $14K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held DBV Technologies as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.