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ALTFEST L J & CO INC: GVAL position timeline

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

ALTFEST L J & CO INC held 178,176 GVAL 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 178,176 shares
    Change vs previous 13F +1,670 shares

    0.62% of the 13F portfolio, value $6,417,890.

    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 176,506 shares
    Change vs previous 13F -1,182 shares

    0.63% of the 13F portfolio, value $5,854,691.

    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 177,688 shares
    Change vs previous 13F -17 shares

    0.61% of the 13F portfolio, value $5,591,838.

    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 177,705 shares
    Change vs previous 13F +3,108 shares

    0.58% of the 13F portfolio, value $5,194,313.

    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 174,597 shares
    Change vs previous 13F -135,521 shares

    0.56% of the 13F portfolio, value $4,754,269.

    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 310,118 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,675,421.

    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).