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ALTFEST L J & CO INC: IJH position timeline

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

ALTFEST L J & CO INC held 5,178 IJH 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 5,178 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $399,262.

    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 5,166 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $348,885.

    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 5,163 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $340,734.

    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 5,035 shares
    Change vs previous 13F -1,027 shares

    0.04% of the 13F portfolio, value $328,598.

    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 6,062 shares
    Change vs previous 13F -1,535 shares

    0.04% of the 13F portfolio, value $375,968.

    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 7,597 shares
    Change vs previous 13F -47,019 shares

    0.06% of the 13F portfolio, value $443,292.

    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 54,616 shares
    Change vs previous 13F +50,285 shares

    0.43% of the 13F portfolio, value $3,403,124.

    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 4,331 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $270,000.

    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).