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ALTFEST L J & CO INC: SRG position timeline

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

ALTFEST L J & CO INC held 71,672 SRG 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 71,672 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $188,497.

    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 71,672 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $201,398.

    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 71,672 shares
    Change vs previous 13F +28,574 shares

    0.03% of the 13F portfolio, value $232,934.

    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 43,098 shares
    Change vs previous 13F +15,000 shares

    0.02% of the 13F portfolio, value $183,167.

    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 28,098 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $86,542.

    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).