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ALTFEST L J & CO INC: VIS position timeline

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

ALTFEST L J & CO INC held 904 VIS 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 904 shares
    Change vs previous 13F -214 shares

    0.03% of the 13F portfolio, value $325,948.

    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 1,118 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $349,171.

    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 1,122 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $334,849.

    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 1,158 shares
    Change vs previous 13F -105 shares

    0.04% of the 13F portfolio, value $343,130.

    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 1,263 shares
    Change vs previous 13F -757 shares

    0.04% of the 13F portfolio, value $353,718.

    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 2,020 shares
    Change vs previous 13F -30,338 shares

    0.06% of the 13F portfolio, value $500,004.

    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 32,358 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $8,231,598.

    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).