Skip to content
Disclosery

ALTFEST L J & CO INC: WMT position timeline

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

ALTFEST L J & CO INC held 17,822 WMT 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 17,822 shares
    Change vs previous 13F +240 shares

    0.2% of the 13F portfolio, value $2,018,526.

    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 17,582 shares
    Change vs previous 13F -2,028 shares

    0.23% of the 13F portfolio, value $2,185,085.

    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 19,610 shares
    Change vs previous 13F -456 shares

    0.24% of the 13F portfolio, value $2,184,698.

    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 20,066 shares
    Change vs previous 13F +127 shares

    0.23% of the 13F portfolio, value $2,067,954.

    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 19,939 shares
    Change vs previous 13F -87 shares

    0.23% of the 13F portfolio, value $1,949,602.

    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 20,026 shares
    Change vs previous 13F -32 shares

    0.22% of the 13F portfolio, value $1,758,050.

    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 20,058 shares
    Change vs previous 13F -841 shares

    0.23% of the 13F portfolio, value $1,812,234.

    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 20,899 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,688,000.

    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).