ALTFEST L J & CO INC: USAR position timeline

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

ALTFEST L J & CO INC held 1,260,525 USAR 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 1,260,525 shares
Change vs previous 13F +91,671 shares
2.64% of the 13F portfolio, value $27,202,130.
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 1,168,854 shares
Change vs previous 13F -45,000 shares
1.89% of the 13F portfolio, value $17,690,605.
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 1,213,854 shares
Change vs previous 13F +425,377 shares
1.58% of the 13F portfolio, value $14,444,863.
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 788,477 shares
Change vs previous 13F not available
1.51% of the 13F portfolio, value $13,553,920.
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).