Skip to content
Disclosery

ALTFEST L J & CO INC: MRK position timeline

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

ALTFEST L J & CO INC held 18,355 MRK 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 18,355 shares
    Change vs previous 13F -509 shares

    0.23% of the 13F portfolio, value $2,358,682.

    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 18,864 shares
    Change vs previous 13F -9,085 shares

    0.24% of the 13F portfolio, value $2,269,182.

    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 27,949 shares
    Change vs previous 13F +712 shares

    0.32% of the 13F portfolio, value $2,941,890.

    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 27,237 shares
    Change vs previous 13F +5,815 shares

    0.26% of the 13F portfolio, value $2,286,018.

    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 21,422 shares
    Change vs previous 13F -3,621 shares

    0.2% of the 13F portfolio, value $1,695,762.

    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 25,043 shares
    Change vs previous 13F +358 shares

    0.28% of the 13F portfolio, value $2,247,900.

    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 24,685 shares
    Change vs previous 13F +968 shares

    0.31% of the 13F portfolio, value $2,455,677.

    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 23,717 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,693,000.

    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).