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ALTFEST L J & CO INC: SLV position timeline

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

ALTFEST L J & CO INC held 18,362 SLV 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 18,362 shares
    Change vs previous 13F -1,620 shares

    0.1% of the 13F portfolio, value $981,789.

    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 19,982 shares
    Change vs previous 13F -138,683 shares

    0.15% of the 13F portfolio, value $1,361,539.

    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 158,665 shares
    Change vs previous 13F +30,574 shares

    1.12% of the 13F portfolio, value $10,221,199.

    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 128,091 shares
    Change vs previous 13F -78,838 shares

    0.61% of the 13F portfolio, value $5,427,216.

    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 206,929 shares
    Change vs previous 13F +80,577 shares

    0.8% of the 13F portfolio, value $6,789,340.

    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 126,352 shares
    Change vs previous 13F +109,713 shares

    0.49% of the 13F portfolio, value $3,915,648.

    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 16,639 shares
    Change vs previous 13F -84,535 shares

    0.06% of the 13F portfolio, value $438,105.

    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 101,174 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,874,000.

    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).