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ALTFEST L J & CO INC: SHM position timeline

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

ALTFEST L J & CO INC held 45,484 SHM 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 45,484 shares
    Change vs previous 13F -1,446 shares

    0.21% of the 13F portfolio, value $2,181,624.

    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 46,930 shares
    Change vs previous 13F -6,670 shares

    0.24% of the 13F portfolio, value $2,244,652.

    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 53,600 shares
    Change vs previous 13F +358 shares

    0.28% of the 13F portfolio, value $2,572,282.

    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 53,242 shares
    Change vs previous 13F -9,495 shares

    0.29% of the 13F portfolio, value $2,567,334.

    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 62,737 shares
    Change vs previous 13F -7,515 shares

    0.35% of the 13F portfolio, value $3,000,725.

    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 70,252 shares
    Change vs previous 13F +976 shares

    0.42% of the 13F portfolio, value $3,343,979.

    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 69,276 shares
    Change vs previous 13F -20,051 shares

    0.42% of the 13F portfolio, value $3,282,970.

    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 89,327 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,300,000.

    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).