Position in A
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,152,034
+$400,384 QoQ
Shares Held
8,673
+57.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#476
of 1,112 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026ALTFEST L J & CO INC holds $8,875,008 across 4 Diagnostics & Research names. A ranks #4 (13.0% of the industry book) .
All Filings in A
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,034 | 8,673 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $751,650 | 5,524 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $725,049 | 5,649 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $755,854 | 6,405 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $375,208 | 2,527 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $332,112 | 2,562 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $369,886 | 2,542 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $349,104 | 2,511 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $284,693 | 2,546 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $304,112 | 2,529 | Shares | Sole | 2023-08-09 | |
| 2022-09-30 | $213,806 | 1,759 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $205,828 | 1,733 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||