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Disclosery

ALTFEST L J & CO INC: DSI position timeline

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

ALTFEST L J & CO INC held 21,630 DSI 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 21,630 shares
    Change vs previous 13F +456 shares

    0.3% of the 13F portfolio, value $3,079,847.

    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 21,174 shares
    Change vs previous 13F -200 shares

    0.27% of the 13F portfolio, value $2,566,071.

    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 21,374 shares
    Change vs previous 13F -547 shares

    0.3% of the 13F portfolio, value $2,753,668.

    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 21,921 shares
    Change vs previous 13F -141 shares

    0.31% of the 13F portfolio, value $2,760,950.

    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 22,062 shares
    Change vs previous 13F -479 shares

    0.3% of the 13F portfolio, value $2,562,775.

    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 22,541 shares
    Change vs previous 13F -303 shares

    0.29% of the 13F portfolio, value $2,308,450.

    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 22,844 shares
    Change vs previous 13F -1,352 shares

    0.32% of the 13F portfolio, value $2,518,554.

    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 24,196 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,632,000.

    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).