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ALTFEST L J & CO INC: PYLD position timeline

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

ALTFEST L J & CO INC held 75,368 PYLD 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 75,368 shares
    Change vs previous 13F +5,688 shares

    0.19% of the 13F portfolio, value $1,998,758.

    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 69,680 shares
    Change vs previous 13F +1,233 shares

    0.2% of the 13F portfolio, value $1,825,607.

    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 68,447 shares
    Change vs previous 13F +579 shares

    0.2% of the 13F portfolio, value $1,826,153.

    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 67,868 shares
    Change vs previous 13F +2,394 shares

    0.2% of the 13F portfolio, value $1,821,565.

    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 65,474 shares
    Change vs previous 13F +73 shares

    0.2% of the 13F portfolio, value $1,737,676.

    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 65,401 shares
    Change vs previous 13F -3,379 shares

    0.22% of the 13F portfolio, value $1,723,307.

    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 68,780 shares
    Change vs previous 13F +14,665 shares

    0.23% of the 13F portfolio, value $1,782,773.

    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 54,115 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,442,000.

    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).