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ALTFEST L J & CO INC: MSFT position timeline

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

ALTFEST L J & CO INC held 21,240 MSFT 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 21,240 shares
    Change vs previous 13F -3,801 shares

    0.77% of the 13F portfolio, value $7,922,871.

    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 25,041 shares
    Change vs previous 13F -5,069 shares

    0.99% of the 13F portfolio, value $9,269,580.

    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 30,110 shares
    Change vs previous 13F -1,061 shares

    1.59% of the 13F portfolio, value $14,561,760.

    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 31,171 shares
    Change vs previous 13F +369 shares

    1.8% of the 13F portfolio, value $16,144,914.

    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 30,802 shares
    Change vs previous 13F +5,266 shares

    1.81% of the 13F portfolio, value $15,321,219.

    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 25,536 shares
    Change vs previous 13F -2,172 shares

    1.2% of the 13F portfolio, value $9,586,021.

    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 27,708 shares
    Change vs previous 13F -6,175 shares

    1.49% of the 13F portfolio, value $11,679,081.

    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 33,883 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $14,580,000.

    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).