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ALTFEST L J & CO INC: BA position timeline

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

ALTFEST L J & CO INC held 10,884 BA 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 10,884 shares
    Change vs previous 13F +3,009 shares

    0.23% of the 13F portfolio, value $2,356,158.

    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 7,875 shares
    Change vs previous 13F -5,635 shares

    0.17% of the 13F portfolio, value $1,567,452.

    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 13,510 shares
    Change vs previous 13F +4,886 shares

    0.32% of the 13F portfolio, value $2,933,390.

    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 8,624 shares
    Change vs previous 13F -817 shares

    0.21% of the 13F portfolio, value $1,861,416.

    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 9,441 shares
    Change vs previous 13F +2,451 shares

    0.23% of the 13F portfolio, value $1,978,268.

    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 6,990 shares
    Change vs previous 13F -200 shares

    0.15% of the 13F portfolio, value $1,192,222.

    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 7,190 shares
    Change vs previous 13F +3,660 shares

    0.16% of the 13F portfolio, value $1,272,624.

    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 3,530 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $537,000.

    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).