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ALTFEST L J & CO INC: BMY position timeline

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

ALTFEST L J & CO INC held 28,858 BMY 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 28,858 shares
    Change vs previous 13F +996 shares

    0.16% of the 13F portfolio, value $1,662,769.

    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 27,862 shares
    Change vs previous 13F -233 shares

    0.18% of the 13F portfolio, value $1,689,839.

    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 28,095 shares
    Change vs previous 13F +430 shares

    0.17% of the 13F portfolio, value $1,515,456.

    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 27,665 shares
    Change vs previous 13F -6,195 shares

    0.14% of the 13F portfolio, value $1,247,681.

    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 33,860 shares
    Change vs previous 13F -4,053 shares

    0.18% of the 13F portfolio, value $1,567,380.

    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 37,913 shares
    Change vs previous 13F +1,745 shares

    0.29% of the 13F portfolio, value $2,312,341.

    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 36,168 shares
    Change vs previous 13F +9,222 shares

    0.26% of the 13F portfolio, value $2,045,636.

    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 26,946 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,394,000.

    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).