Skip to content
Disclosery

ALTFEST L J & CO INC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTFEST L J & CO INC on AAPL, newest first. How the timeline and the estimate are built.

ALTFEST L J & CO INC held 105,263 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,263 shares
    Change vs previous 13F -2,480 shares

    2.95% of the 13F portfolio, value $30,458,916.

    13F-HR 0002063364-26-000240 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,743 shares
    Change vs previous 13F +12,098 shares

    2.92% of the 13F portfolio, value $27,343,971.

    13F-HR 0002063364-26-000128 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,645 shares
    Change vs previous 13F -69 shares

    2.85% of the 13F portfolio, value $26,001,928.

    13F-HR 0002063364-26-000018 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 95,714 shares
    Change vs previous 13F +1,642 shares

    2.72% of the 13F portfolio, value $24,371,758.

    13F-HR 0002063364-25-000252 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,072 shares
    Change vs previous 13F -10,615 shares

    2.28% of the 13F portfolio, value $19,300,742.

    13F-HR 0002063364-25-000187 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 104,687 shares
    Change vs previous 13F -288 shares

    2.92% of the 13F portfolio, value $23,254,119.

    13F-HR 0002063364-25-000083 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,975 shares
    Change vs previous 13F -294 shares

    3.35% of the 13F portfolio, value $26,287,731.

    13F-HR 0000712050-25-000003 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 105,269 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $24,528,000.

    13F-HR 0000712050-24-000011 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).