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ALTFEST L J & CO INC: VPU position timeline

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

ALTFEST L J & CO INC held 11,202 VPU 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 11,202 shares
    Change vs previous 13F +41 shares

    0.21% of the 13F portfolio, value $2,192,513.

    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 11,161 shares
    Change vs previous 13F -2,647 shares

    0.24% of the 13F portfolio, value $2,211,385.

    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 13,808 shares
    Change vs previous 13F -711 shares

    0.28% of the 13F portfolio, value $2,555,051.

    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 14,519 shares
    Change vs previous 13F -108,875 shares

    0.31% of the 13F portfolio, value $2,750,060.

    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 123,394 shares
    Change vs previous 13F +2,640 shares

    2.57% of the 13F portfolio, value $21,780,250.

    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 120,754 shares
    Change vs previous 13F +4,050 shares

    2.59% of the 13F portfolio, value $20,625,950.

    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 116,704 shares
    Change vs previous 13F +1,674 shares

    2.43% of the 13F portfolio, value $19,071,729.

    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).

  8. period ended2024-09-30
    13F 115,030 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $20,021,000.

    13F-HR 0000712050-24-000011 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).