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ALTFEST L J & CO INC: PSEP position timeline

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

ALTFEST L J & CO INC held 51,692 PSEP 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 51,692 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,380,417.

    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 51,692 shares
    Change vs previous 13F -95 shares

    0.24% of the 13F portfolio, value $2,225,858.

    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 51,787 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,264,045.

    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 51,787 shares
    Change vs previous 13F -121 shares

    0.25% of the 13F portfolio, value $2,224,252.

    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 51,908 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,122,518.

    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 51,908 shares
    Change vs previous 13F -3,227 shares

    0.25% of the 13F portfolio, value $1,993,786.

    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 55,135 shares
    Change vs previous 13F -1,719 shares

    0.27% of the 13F portfolio, value $2,154,968.

    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 56,854 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,191,000.

    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).