Skip to content
Disclosery

ALTFEST L J & CO INC: CB position timeline

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

ALTFEST L J & CO INC held 869 CB 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 869 shares
    Change vs previous 13F -7 shares

    0.03% of the 13F portfolio, value $296,122.

    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 876 shares
    Change vs previous 13F -4,099 shares

    0.03% of the 13F portfolio, value $285,500.

    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 4,975 shares
    Change vs previous 13F +287 shares

    0.17% of the 13F portfolio, value $1,552,764.

    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 4,688 shares
    Change vs previous 13F +3,815 shares

    0.15% of the 13F portfolio, value $1,323,113.

    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 873 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $252,815.

    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 827 shares
    Change vs previous 13F -878 shares

    0.03% of the 13F portfolio, value $249,855.

    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 1,705 shares
    Change vs previous 13F +776 shares

    0.03% of the 13F portfolio, value $214,703.

    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 929 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $268,000.

    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).