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ALTFEST L J & CO INC: SPTL position timeline

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

ALTFEST L J & CO INC held 41,134 SPTL 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 41,134 shares
    Change vs previous 13F -5,562 shares

    0.1% of the 13F portfolio, value $1,078,957.

    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 46,696 shares
    Change vs previous 13F -2,093 shares

    0.13% of the 13F portfolio, value $1,228,105.

    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 48,789 shares
    Change vs previous 13F -8,927 shares

    0.14% of the 13F portfolio, value $1,291,440.

    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 57,716 shares
    Change vs previous 13F -1,448 shares

    0.17% of the 13F portfolio, value $1,555,440.

    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 59,164 shares
    Change vs previous 13F -145 shares

    0.19% of the 13F portfolio, value $1,572,592.

    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 59,309 shares
    Change vs previous 13F -979 shares

    0.2% of the 13F portfolio, value $1,616,758.

    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 60,288 shares
    Change vs previous 13F -87,788 shares

    0.2% of the 13F portfolio, value $1,578,947.

    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 148,076 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,305,000.

    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).