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ALTFEST L J & CO INC: SPSM position timeline

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

ALTFEST L J & CO INC held 0 SPSM shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,904 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 4,904 shares
    Change vs previous 13F -3,618 shares

    0.02% of the 13F portfolio, value $208,921.

    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).

  3. period ended2025-03-31
    13F 8,522 shares
    Change vs previous 13F -3,465 shares

    0.04% of the 13F portfolio, value $347,358.

    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).

  4. period ended2024-12-31
    13F 11,987 shares
    Change vs previous 13F +6,852 shares

    0.07% of the 13F portfolio, value $538,471.

    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).

  5. period ended2024-09-30
    13F 5,135 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $234,000.

    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).