Mark Sheptoff Financial Planning, Llc ownership in EL / The Estée Lauder Companies Inc.

The Estée Lauder Companies Inc.

MX ˙ BMV ˙ US5184391044

Security	MX:EL / The Estée Lauder Companies Inc.
Institution	Mark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership	1,080 shares
Latest Disclosed Value	$ 89,478

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 1,080 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $89,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,080 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-11	2026-03-31	13F	ESTEE LAUDER COMPANIES	CL A	518439104	1,080	0	0.00	89	-21.24	0.0474
2026-02-12	2025-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,080	-100	-8.47	113	9.71	0.0539
2025-11-13	2025-09-30	13F	LAUDER ESTEE COS	L A	518439104	1,180	0	0.00	104	8.42	0.0498
2025-08-06	2025-06-30	13F	LAUDER ESTEE COS	CL A	518439104	1,180	0	0.00	95	23.38	0.0508
2025-05-13	2025-03-31	13F	LAUDER ESTEE COS	CL A	518439104	1,180	-200	-14.49	78	-25.24	0.0429
2025-02-12	2024-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,380	0	0.00	103	-24.82	0.0555
2024-11-14	2024-09-30	13F	LAUDER ESTEE COS	CL A	518439104	1,380	0	0.00	138	-6.16	0.0731
2024-08-12	2024-06-30	13F	LAUDER ESTEE COS	CL A	518439104	1,380	0	0.00	147	-31.13	0.0821
2024-05-10	2024-03-31	13F	LAUDER ESTEE COS	CL A	518439104	1,380	0	0.00	213	5.47	0.1180
2024-02-09	2023-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,380	-400	-22.47	202	-21.79	0.1216
2023-11-13	2023-09-30	13F	LAUDER ESTEE COS	CL A	518439104	1,780	-100	-5.32	257	-30.35	0.1651
2023-08-10	2023-06-30	13F	LAUDER ESTEE COS	CL A	518439104	1,880	0	0.00	369	-20.30	0.2107
2023-05-11	2023-03-31	13F	LAUDER ESTEE COS	CL A	518439104	1,880	0	0.00	463	-0.64	0.2690
2023-02-14	2022-12-31	13F	LAUDER ESTEE COS	CL A	518439104	1,880	0	0.00	466	14.78	0.2735
2022-11-09	2022-09-30	13F	LAUDER ESTEE COS	CL A	518439104	1,880	0	0.00	406	-15.24	0.2472
2022-08-11	2022-06-30	13F	LAUDER ESTEE COS	CL A	518439104	1,880	-400	-17.54	479	-22.87	0.2753
2022-05-12	2022-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,280	-100	-4.20	621	-29.51	0.3125
2022-02-11	2021-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	881	23.39	0.4205
2021-11-10	2021-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	200	9.17	714	3.03	0.3930
2021-08-12	2021-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,180	0	0.00	693	9.31	0.3714
2021-05-11	2021-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,180	0	0.00	634	9.31	0.3639
2021-02-11	2020-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,180	0	0.00	580	21.85	0.3300
2020-11-12	2020-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,180	-50	-2.24	476	13.06	0.2929
2020-08-10	2020-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,230	0	0.00	421	18.59	0.2731
2020-05-07	2020-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,230	-751	-25.19	355	-42.37	0.2684
2020-02-10	2019-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,981	250	9.15	616	13.44	0.3878
2019-11-12	2019-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,731	-549	-16.74	543	-9.65	0.3661
2019-08-12	2019-06-30	13F	LAUDER ESTEE COS	CL A	518439104	3,280	700	27.13	601	40.75	0.4103
2019-05-10	2019-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,580	200	8.40	427	37.74	0.3077
2019-02-11	2018-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	-1,200	-33.52	310	-40.38	0.2575
2018-11-13	2018-09-30	13F	LAUDER ESTEE COS	CL A	518439104	3,580	1,200	50.42	520	52.94	0.3567
2018-08-09	2018-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	340	-4.49	0.2515
2018-05-08	2018-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	356	17.49	0.2470
2018-02-09	2017-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	303	17.90	0.1971
2017-11-09	2017-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	257	12.72	0.1725
2017-08-08	2017-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	-1	-0.04	228	12.87	0.1566
2017-05-08	2017-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,381	1	0.04	202	10.99	0.1440
2017-02-07	2016-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	182	-13.74	0.1351
2016-11-07	2016-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	-147	-5.82	211	-8.26	0.1569
2016-08-09	2016-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,527	0	0.00	230	-3.36	0.1719
2016-05-09	2016-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,527	0	0.00	238	6.73	0.1935
2016-02-09	2015-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,527	0	0.00	223	9.31	0.1807
2015-11-12	2015-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,527	147	6.18	204	-0.97	0.1789
2015-08-05	2015-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	206	4.04	0.1665
2015-05-12	2015-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	198	9.39	0.1651
2015-02-09	2014-12-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	181	1.69	0.1601
2014-11-12	2014-09-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	178	0.56	0.1573
2014-08-13	2014-06-30	13F	LAUDER ESTEE COS	CL A	518439104	2,380	0	0.00	177	11.32	0.1513
2014-05-09	2014-03-31	13F	LAUDER ESTEE COS	CL A	518439104	2,380	2,380		159		0.1408

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.