ALTFEST L J & CO INC: SPMB position timeline

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

ALTFEST L J & CO INC held 885,863 SPMB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 885,863 shares
Change vs previous 13F +23,269 shares
1.92% of the 13F portfolio, value $19,763,592.
13F-HR 0002063364-26-000240 filed by ALTFEST L J & CO INC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 862,594 shares
Change vs previous 13F +9,615 shares
2.07% of the 13F portfolio, value $19,313,482.
13F-HR 0002063364-26-000128 filed by ALTFEST L J & CO INC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 852,979 shares
Change vs previous 13F +21,274 shares
2.09% of the 13F portfolio, value $19,119,522.
13F-HR 0002063364-26-000018 filed by ALTFEST L J & CO INC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 831,705 shares
Change vs previous 13F +22,568 shares
2.08% of the 13F portfolio, value $18,663,466.
13F-HR 0002063364-25-000252 filed by ALTFEST L J & CO INC
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 809,137 shares
Change vs previous 13F +22,461 shares
2.11% of the 13F portfolio, value $17,881,933.
13F-HR 0002063364-25-000187 filed by ALTFEST L J & CO INC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 786,676 shares
Change vs previous 13F +40,202 shares
2.18% of the 13F portfolio, value $17,346,203.
13F-HR 0002063364-25-000083 filed by ALTFEST L J & CO INC
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 746,474 shares
Change vs previous 13F +96,799 shares
2.05% of the 13F portfolio, value $16,086,508.
13F-HR 0000712050-25-000003 filed by ALTFEST L J & CO INC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 649,675 shares
Change vs previous 13F not available
1.95% of the 13F portfolio, value $14,637,000.
13F-HR 0000712050-24-000011 filed by ALTFEST L J & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).