ALTFEST L J & CO INC: STIP position timeline

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

ALTFEST L J & CO INC held 401,268 STIP 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 401,268 shares
Change vs previous 13F +9,687 shares
3.98% of the 13F portfolio, value $40,993,540.
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 391,581 shares
Change vs previous 13F +9,990 shares
4.33% of the 13F portfolio, value $40,501,201.
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 381,591 shares
Change vs previous 13F +1,483 shares
4.28% of the 13F portfolio, value $39,071,075.
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 380,108 shares
Change vs previous 13F -55,789 shares
4.38% of the 13F portfolio, value $39,287,954.
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 435,897 shares
Change vs previous 13F +403,101 shares
5.29% of the 13F portfolio, value $44,858,201.
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 32,796 shares
Change vs previous 13F -187,648 shares
0.43% of the 13F portfolio, value $3,393,391.
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 220,444 shares
Change vs previous 13F -3,275 shares
2.83% of the 13F portfolio, value $22,176,669.
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 223,719 shares
Change vs previous 13F not available
3.02% of the 13F portfolio, value $22,667,000.
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).