ALTFEST L J & CO INC: CMS position timeline

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

ALTFEST L J & CO INC held 8,993 CMS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 8,993 shares
Change vs previous 13F +37 shares
0.07% of the 13F portfolio, value $687,953.
13F-HR 0002063364-26-000240 filed by ALTFEST L J & CO INC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,956 shares
Change vs previous 13F -2,407 shares
0.07% of the 13F portfolio, value $694,788.
13F-HR 0002063364-26-000128 filed by ALTFEST L J & CO INC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,363 shares
Change vs previous 13F +45 shares
0.09% of the 13F portfolio, value $794,603.
13F-HR 0002063364-26-000018 filed by ALTFEST L J & CO INC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,318 shares
Change vs previous 13F -93 shares
0.09% of the 13F portfolio, value $829,149.
13F-HR 0002063364-25-000252 filed by ALTFEST L J & CO INC
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 11,411 shares
Change vs previous 13F +397 shares
0.09% of the 13F portfolio, value $790,538.
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).
period ended2025-03-31
13F 11,014 shares
Change vs previous 13F +2,523 shares
0.1% of the 13F portfolio, value $827,230.
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 8,491 shares
Change vs previous 13F -5,860 shares
0.07% of the 13F portfolio, value $565,905.
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 14,351 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $1,014,000.
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).