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ALTFEST L J & CO INC: IHI position timeline

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

ALTFEST L J & CO INC held 157,345 IHI 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 157,345 shares
    Change vs previous 13F +55,065 shares

    0.75% of the 13F portfolio, value $7,774,403.

    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 102,280 shares
    Change vs previous 13F +95,950 shares

    0.58% of the 13F portfolio, value $5,456,643.

    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 6,330 shares
    Change vs previous 13F +1,137 shares

    0.04% of the 13F portfolio, value $393,401.

    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 5,193 shares
    Change vs previous 13F -80,199 shares

    0.03% of the 13F portfolio, value $312,018.

    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 85,392 shares
    Change vs previous 13F -19,396 shares

    0.63% of the 13F portfolio, value $5,348,959.

    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 104,788 shares
    Change vs previous 13F +50,892 shares

    0.79% of the 13F portfolio, value $6,307,218.

    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 53,896 shares
    Change vs previous 13F +18,651 shares

    0.4% of the 13F portfolio, value $3,144,815.

    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 35,245 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,087,000.

    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).