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Disclosery

ALTFEST L J & CO INC: MDT position timeline

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

ALTFEST L J & CO INC held 9,804 MDT 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 9,804 shares
    Change vs previous 13F +72 shares

    0.07% of the 13F portfolio, value $766,981.

    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 9,732 shares
    Change vs previous 13F +43 shares

    0.09% of the 13F portfolio, value $843,308.

    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 9,689 shares
    Change vs previous 13F +518 shares

    0.1% of the 13F portfolio, value $930,713.

    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 9,171 shares
    Change vs previous 13F -167 shares

    0.1% of the 13F portfolio, value $873,407.

    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 9,338 shares
    Change vs previous 13F +94 shares

    0.1% of the 13F portfolio, value $814,009.

    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 9,244 shares
    Change vs previous 13F -8,883 shares

    0.1% of the 13F portfolio, value $830,656.

    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 18,127 shares
    Change vs previous 13F +9,018 shares

    0.09% of the 13F portfolio, value $721,142.

    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 9,109 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $820,000.

    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).