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ALTFEST L J & CO INC: SPYG position timeline

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

ALTFEST L J & CO INC held 21,734 SPYG 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 21,734 shares
    Change vs previous 13F +857 shares

    0.25% of the 13F portfolio, value $2,586,170.

    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 20,877 shares
    Change vs previous 13F -4,223 shares

    0.22% of the 13F portfolio, value $2,044,032.

    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 25,100 shares
    Change vs previous 13F +1,414 shares

    0.29% of the 13F portfolio, value $2,678,158.

    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 23,686 shares
    Change vs previous 13F +796 shares

    0.28% of the 13F portfolio, value $2,475,398.

    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 22,890 shares
    Change vs previous 13F +8,551 shares

    0.26% of the 13F portfolio, value $2,181,865.

    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 14,339 shares
    Change vs previous 13F +306 shares

    0.14% of the 13F portfolio, value $1,152,420.

    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 14,033 shares
    Change vs previous 13F -341 shares

    0.16% of the 13F portfolio, value $1,233,538.

    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 14,374 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,192,000.

    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).