ALTFEST L J & CO INC: AEP position timeline

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

ALTFEST L J & CO INC held 10,683 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 10,683 shares
Change vs previous 13F +8,069 shares
0.14% of the 13F portfolio, value $1,461,541.
13F-HR 0002063364-26-000240 filed by ALTFEST L J & CO INC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,614 shares
Change vs previous 13F -8 shares
0.04% of the 13F portfolio, value $342,643.
13F-HR 0002063364-26-000128 filed by ALTFEST L J & CO INC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,622 shares
Change vs previous 13F -3 shares
0.03% of the 13F portfolio, value $302,343.
13F-HR 0002063364-26-000018 filed by ALTFEST L J & CO INC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,625 shares
Change vs previous 13F -93 shares
0.03% of the 13F portfolio, value $295,313.
13F-HR 0002063364-25-000252 filed by ALTFEST L J & CO INC
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,718 shares
Change vs previous 13F -6,785 shares
0.03% of the 13F portfolio, value $281,974.
13F-HR 0002063364-25-000187 filed by ALTFEST L J & CO INC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 9,503 shares
Change vs previous 13F +1,047 shares
0.13% of the 13F portfolio, value $1,038,375.
13F-HR 0002063364-25-000083 filed by ALTFEST L J & CO INC
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,456 shares
Change vs previous 13F -3,189 shares
0.1% of the 13F portfolio, value $779,861.
13F-HR 0000712050-25-000003 filed by ALTFEST L J & CO INC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,645 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $1,195,000.
13F-HR 0000712050-24-000011 filed by ALTFEST L J & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).