ALTFEST L J & CO INC: UTEN position timeline

ALTFEST L J & CO INC held 831,674 UTEN 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 831,674 shares

   Change vs previous 13F +10,519 shares

   3.48% of the 13F portfolio, value $35,927,564.

   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).

2. period ended2026-03-31

   13F 821,155 shares

   Change vs previous 13F -181,113 shares

   3.83% of the 13F portfolio, value $35,802,849.

   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).

3. period ended2025-12-31

   13F 1,002,268 shares

   Change vs previous 13F +33,487 shares

   4.83% of the 13F portfolio, value $44,154,608.

   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).

4. period ended2025-09-30

   13F 968,781 shares

   Change vs previous 13F -89,879 shares

   4.78% of the 13F portfolio, value $42,839,507.

   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).

5. period ended2025-06-30

   13F 1,058,660 shares

   Change vs previous 13F +413,272 shares

   5.48% of the 13F portfolio, value $46,475,181.

   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).

6. period ended2025-03-31

   13F 645,388 shares

   Change vs previous 13F +188,692 shares

   3.55% of the 13F portfolio, value $28,337,825.

   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).

7. period ended2024-12-31

   13F 456,696 shares

   Change vs previous 13F -91 shares

   2.48% of the 13F portfolio, value $19,447,249.

   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).

8. period ended2024-09-30

   13F 456,787 shares

   Change vs previous 13F not available

   2.76% of the 13F portfolio, value $20,761,000.

   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).