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ALTFEST L J & CO INC: EIPI position timeline

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

ALTFEST L J & CO INC held 73,640 EIPI 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 73,640 shares
    Change vs previous 13F +2,340 shares

    0.16% of the 13F portfolio, value $1,608,297.

    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 71,300 shares
    Change vs previous 13F +819 shares

    0.17% of the 13F portfolio, value $1,603,527.

    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 70,481 shares
    Change vs previous 13F +488 shares

    0.15% of the 13F portfolio, value $1,400,448.

    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 69,993 shares
    Change vs previous 13F +1,929 shares

    0.15% of the 13F portfolio, value $1,387,268.

    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 68,064 shares
    Change vs previous 13F +559 shares

    0.16% of the 13F portfolio, value $1,342,215.

    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 67,505 shares
    Change vs previous 13F +1,003 shares

    0.17% of the 13F portfolio, value $1,369,681.

    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 66,502 shares
    Change vs previous 13F +2,719 shares

    0.17% of the 13F portfolio, value $1,296,131.

    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 63,783 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,234,000.

    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).