ALTFEST L J & CO INC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,030,998
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 311 | 1,030,998 | 13F-HR | ALTFEST L J & CO INC |
| Q1 2026 | 4/28/2026 | 326 | 934,894 | 13F-HR | ALTFEST L J & CO INC |
| Q4 2025 | 1/23/2026 | 330 | 913,549 | 13F-HR | ALTFEST L J & CO INC |
| Q3 2025 | 10/21/2025 | 330 | 896,295 | 13F-HR | ALTFEST L J & CO INC |
| Q2 2025 | 8/8/2025 | 332 | 848,034 | 13F-HR | ALTFEST L J & CO INC |
| Q1 2014 | 5/13/2014 | 105 | 107,678 | 13F-HR | ALTFEST L J & CO INC |
| Q4 2013 | 2/14/2014 | 107 | 117,479 | 13F-HR | ALTFEST L J & CO INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 485.9 K | 47.1% | 47.78 K | 0 | 47.78 K |
| ETFs | 545.1 K | 52.9% | 48.32 K | 0 | 48.32 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
1,030,998
Holdings
311
QoQ value change ($000)
96,104
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.