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ALTFEST L J & CO INC: TKO position timeline

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

ALTFEST L J & CO INC held 5,087 TKO 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 5,087 shares
    Change vs previous 13F -786 shares

    0.1% of the 13F portfolio, value $1,024,009.

    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 5,873 shares
    Change vs previous 13F +354 shares

    0.13% of the 13F portfolio, value $1,184,238.

    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 5,519 shares
    Change vs previous 13F +34 shares

    0.13% of the 13F portfolio, value $1,153,562.

    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 5,485 shares
    Change vs previous 13F +384 shares

    0.12% of the 13F portfolio, value $1,107,806.

    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 5,101 shares
    Change vs previous 13F +348 shares

    0.11% of the 13F portfolio, value $928,197.

    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 4,753 shares
    Change vs previous 13F +1,346 shares

    0.09% of the 13F portfolio, value $726,265.

    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 3,407 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $484,169.

    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).