ALTFEST L J & CO INC: VAL position timeline

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

ALTFEST L J & CO INC held 0 VAL shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -12,958 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 12,958 shares
Change vs previous 13F -1,776 shares
0.07% of the 13F portfolio, value $653,083.
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 14,734 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $718,577.
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).