Skip to content
Disclosery

ALTFEST L J & CO INC: AVGO position timeline

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

ALTFEST L J & CO INC held 7,603 AVGO 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 7,603 shares
    Change vs previous 13F -6,235 shares

    0.28% of the 13F portfolio, value $2,872,188.

    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 13,838 shares
    Change vs previous 13F +4,032 shares

    0.46% of the 13F portfolio, value $4,282,971.

    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 9,806 shares
    Change vs previous 13F -3,710 shares

    0.37% of the 13F portfolio, value $3,393,948.

    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 13,516 shares
    Change vs previous 13F -11,151 shares

    0.5% of the 13F portfolio, value $4,458,914.

    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 24,667 shares
    Change vs previous 13F +9,217 shares

    0.8% of the 13F portfolio, value $6,799,562.

    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 15,450 shares
    Change vs previous 13F +4,272 shares

    0.32% of the 13F portfolio, value $2,586,875.

    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 11,178 shares
    Change vs previous 13F +5,404 shares

    0.33% of the 13F portfolio, value $2,591,398.

    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 5,774 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $996,000.

    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).