ALTFEST L J & CO INC: BURL position timeline

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

ALTFEST L J & CO INC held 0 BURL shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -3,235 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 3,235 shares
Change vs previous 13F +868 shares
0.1% of the 13F portfolio, value $770,998.
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 2,367 shares
Change vs previous 13F +489 shares
0.09% of the 13F portfolio, value $674,737.
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 1,878 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $495,000.
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).