Mark Sheptoff Financial Planning’s Global Partners GLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.7K | Hold |
200
| – | – | 0.01% | 349 |
|
|
2025
Q4 | $8.37K | Hold |
200
| – | – | ﹤0.01% | 367 |
|
|
2025
Q3 | $9.6K | Hold |
200
| – | – | ﹤0.01% | 345 |
|
|
2025
Q2 | $10.5K | Hold |
200
| – | – | 0.01% | 330 |
|
|
2025
Q1 | $10.7K | Hold |
200
| – | – | 0.01% | 315 |
|
|
2024
Q4 | $9.31K | Hold |
200
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $9.31K | Hold |
200
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $9.13K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $8.88K | Hold |
200
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $8.46K | Hold |
200
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $7.06K | Hold |
200
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $6.15K | Hold |
200
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $6.2K | Hold |
200
| – | – | ﹤0.01% | 297 |
|
|
2022
Q4 | $6.95K | Hold |
200
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
|
2022
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 298 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
|
2021
Q3 | $4K | Sell |
200
-200
| -50% | -$4.51K | ﹤0.01% | 348 |
|
|
2021
Q2 | $10K | Hold |
400
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $9K | Hold |
400
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 306 |
|
|
2020
Q1 | $4K | Buy |
+400
| New | +$6.72K | ﹤0.01% | 281 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$3K | – | 357 |
|
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 306 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 301 |
|
|
2015
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 311 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 296 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | 0.01% | 283 |
|
|
2014
Q4 | $7K | Hold |
200
| – | – | 0.01% | 281 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | 0.01% | 289 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7.53K | 0.01% | 301 |
|
Other funds holding GLP
AA
PCA
HP
FI
Mark Sheptoff Financial Planning's GLP Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Global Partners (GLP) position steady in Q1 2026 at 200 shares worth $9.7K. The position accounts for 0.01% of the portfolio, ranked #349.
Mark Sheptoff Financial Planning first reported a position in GLP in Q1 2014 and has held it in 35 quarters since. The position peaked at $10.7K in Q1 2025. 104 funds tracked by Wall St. Rank hold GLP as of Q1 2026.
- Mark Sheptoff Financial Planning held 200 shares of Global Partners worth $9.7K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Global Partners share count unchanged in Q1 2026.
- Global Partners made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #349 holding.
- Mark Sheptoff Financial Planning first reported a position in Global Partners in Q1 2014 and has held it in 35 quarters since.
- Mark Sheptoff Financial Planning's Global Partners position peaked at $10.7K in Q1 2025.
- 104 funds tracked by Wall St. Rank held Global Partners as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.