ALTFEST L J & CO INC: MBB position timeline

ALTFEST L J & CO INC held 0 MBB 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 0 shares

   Change vs previous 13F -2,128 shares

   13F-HR 0002063364-26-000240 filed by ALTFEST L J & CO INC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 2,128 shares

   Change vs previous 13F -3 shares

   0.02% of the 13F portfolio, value $202,023.

   13F-HR 0002063364-26-000128 filed by ALTFEST L J & CO INC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,131 shares

   Change vs previous 13F +2 shares

   0.02% of the 13F portfolio, value $202,948.

   13F-HR 0002063364-26-000018 filed by ALTFEST L J & CO INC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,129 shares

   Change vs previous 13F -980 shares

   0.02% of the 13F portfolio, value $202,544.

   13F-HR 0002063364-25-000252 filed by ALTFEST L J & CO INC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,109 shares

   Change vs previous 13F -2,085 shares

   0.03% of the 13F portfolio, value $291,934.

   13F-HR 0002063364-25-000187 filed by ALTFEST L J & CO INC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 5,194 shares

   Change vs previous 13F -101,687 shares

   0.06% of the 13F portfolio, value $487,060.

   13F-HR 0002063364-25-000083 filed by ALTFEST L J & CO INC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 106,881 shares

   Change vs previous 13F -5,300 shares

   1.25% of the 13F portfolio, value $9,798,846.

   13F-HR 0000712050-25-000003 filed by ALTFEST L J & CO INC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 112,181 shares

   Change vs previous 13F not available

   1.43% of the 13F portfolio, value $10,748,000.

   13F-HR 0000712050-24-000011 filed by ALTFEST L J & CO INC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).