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ALTFEST L J & CO INC: IEFA position timeline

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

ALTFEST L J & CO INC held 17,223 IEFA 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 17,223 shares
    Change vs previous 13F +1,344 shares

    0.16% of the 13F portfolio, value $1,663,414.

    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 15,879 shares
    Change vs previous 13F -330 shares

    0.15% of the 13F portfolio, value $1,437,554.

    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 16,209 shares
    Change vs previous 13F -68 shares

    0.16% of the 13F portfolio, value $1,450,085.

    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 16,277 shares
    Change vs previous 13F +255 shares

    0.16% of the 13F portfolio, value $1,421,187.

    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 16,022 shares
    Change vs previous 13F -1,990 shares

    0.16% of the 13F portfolio, value $1,337,557.

    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 18,012 shares
    Change vs previous 13F -6 shares

    0.17% of the 13F portfolio, value $1,362,575.

    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 18,018 shares
    Change vs previous 13F +210 shares

    0.16% of the 13F portfolio, value $1,266,274.

    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 17,808 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,390,000.

    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).