ALTFEST L J & CO INC: MINV position timeline

ALTFEST L J & CO INC held 913,380 MINV 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 913,380 shares

   Change vs previous 13F -16,212 shares

   5.12% of the 13F portfolio, value $52,830,163.

   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).

2. period ended2026-03-31

   13F 929,592 shares

   Change vs previous 13F -34,465 shares

   3.78% of the 13F portfolio, value $35,362,805.

   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 964,057 shares

   Change vs previous 13F -690 shares

   3.73% of the 13F portfolio, value $34,036,024.

   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 964,747 shares

   Change vs previous 13F +10,222 shares

   4% of the 13F portfolio, value $35,813,935.

   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 954,525 shares

   Change vs previous 13F +130,580 shares

   3.51% of the 13F portfolio, value $29,804,955.

   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 823,945 shares

   Change vs previous 13F +9,825 shares

   2.89% of the 13F portfolio, value $23,053,987.

   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 814,120 shares

   Change vs previous 13F -315,949 shares

   2.84% of the 13F portfolio, value $22,306,243.

   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 1,130,069 shares

   Change vs previous 13F not available

   4.29% of the 13F portfolio, value $32,195,000.

   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).