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ALTFEST L J & CO INC: AR position timeline

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

ALTFEST L J & CO INC held 22,714 AR 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 22,714 shares
    Change vs previous 13F -496 shares

    0.08% of the 13F portfolio, value $798,170.

    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 23,210 shares
    Change vs previous 13F +335 shares

    0.11% of the 13F portfolio, value $985,032.

    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 22,875 shares
    Change vs previous 13F -839 shares

    0.09% of the 13F portfolio, value $788,273.

    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 23,714 shares
    Change vs previous 13F +13,777 shares

    0.09% of the 13F portfolio, value $795,842.

    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 9,937 shares
    Change vs previous 13F +1,797 shares

    0.05% of the 13F portfolio, value $400,262.

    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 8,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $329,182.

    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).