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ALTFEST L J & CO INC: DHR position timeline

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

ALTFEST L J & CO INC held 15,425 DHR 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 15,425 shares
    Change vs previous 13F +4,795 shares

    0.28% of the 13F portfolio, value $2,938,150.

    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 10,630 shares
    Change vs previous 13F -2,727 shares

    0.22% of the 13F portfolio, value $2,015,492.

    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 13,357 shares
    Change vs previous 13F +7,677 shares

    0.33% of the 13F portfolio, value $3,057,695.

    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 5,680 shares
    Change vs previous 13F -5,124 shares

    0.13% of the 13F portfolio, value $1,126,026.

    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 10,804 shares
    Change vs previous 13F +7,803 shares

    0.25% of the 13F portfolio, value $2,134,129.

    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 3,001 shares
    Change vs previous 13F -1,131 shares

    0.08% of the 13F portfolio, value $615,299.

    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 4,132 shares
    Change vs previous 13F -375 shares

    0.12% of the 13F portfolio, value $948,590.

    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 4,507 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,253,000.

    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).