Position in AR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$798,169
-$186,863 QoQ
Shares Held
22,714
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#310
of 618 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026ALTFEST L J & CO INC holds $1,764,462 across 3 Oil & Gas E&P names. AR ranks #1 (45.2% of the industry book) .
All Filings in AR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,169 | 22,714 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $985,032 | 23,210 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $788,272 | 22,875 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $795,841 | 23,714 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $400,262 | 9,937 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $329,181 | 8,140 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||