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Mark Sheptoff Financial Planning’s NLI Holdings NL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$586 Hold
100
– – ﹤0.01% 494
2025
Q4 		$547 Hold
100
– – ﹤0.01% 491
2025
Q3 		$615 Buy
+100
New +$633 ﹤0.01% 464

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mark Sheptoff Financial Planning held its NLI Holdings (NL) position steady in Q1 2026 at 100 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Mark Sheptoff Financial Planning first reported a position in NL in Q3 2025 and has held it in 3 quarters since. The position peaked at $615 in Q3 2025. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 100 shares of NLI Holdings worth $586 as of Q1 2026.
  • Mark Sheptoff Financial Planning left its NLI Holdings share count unchanged in Q1 2026.
  • NLI Holdings made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #494 holding.
  • Mark Sheptoff Financial Planning first reported a position in NLI Holdings in Q3 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's NLI Holdings position peaked at $615 in Q3 2025.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

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