ALTFEST L J & CO INC: XLU position timeline

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

ALTFEST L J & CO INC held 12,318 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 12,318 shares
Change vs previous 13F -1,343 shares
0.05% of the 13F portfolio, value $558,477.
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).
period ended2026-03-31
13F 13,661 shares
Change vs previous 13F -105,856 shares
0.07% of the 13F portfolio, value $626,911.
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).
period ended2025-12-31
13F 119,517 shares
Change vs previous 13F +61,421 shares
0.56% of the 13F portfolio, value $5,102,173.
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 58,096 shares
Change vs previous 13F -4,371 shares
0.57% of the 13F portfolio, value $5,066,596.
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).
period ended2025-06-30
13F 62,467 shares
Change vs previous 13F -37,959 shares
0.6% of the 13F portfolio, value $5,101,076.
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).
period ended2025-03-31
13F 100,426 shares
Change vs previous 13F +45,957 shares
0.99% of the 13F portfolio, value $7,918,575.
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).
period ended2024-12-31
13F 54,469 shares
Change vs previous 13F +47,556 shares
0.53% of the 13F portfolio, value $4,122,792.
13F-HR 0000712050-25-000003 filed by ALTFEST L J & CO INC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,913 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $558,000.
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).