ALTFEST L J & CO INC: VTIP position timeline

ALTFEST L J & CO INC held 852,080 VTIP 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 852,080 shares

   Change vs previous 13F -152,558 shares

   4.15% of the 13F portfolio, value $42,799,972.

   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 1,004,638 shares

   Change vs previous 13F +380,152 shares

   5.37% of the 13F portfolio, value $50,181,680.

   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 624,486 shares

   Change vs previous 13F -15,683 shares

   3.38% of the 13F portfolio, value $30,887,075.

   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 640,169 shares

   Change vs previous 13F +281,127 shares

   3.62% of the 13F portfolio, value $32,411,776.

   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 359,042 shares

   Change vs previous 13F -35,590 shares

   2.13% of the 13F portfolio, value $18,049,046.

   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 394,632 shares

   Change vs previous 13F +394,632 shares

   2.47% of the 13F portfolio, value $19,692,135.

   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 ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   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).

   Exited: the 13F for this period no longer lists the position.