Position in PEO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$205,747
New position
Shares Held
7,401
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026ALTFEST L J & CO INC holds $382,495 across 2 Asset Management names. PEO ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEO |
Adams Natural Resources Fund, Inc.
This page
|
7,401 | $205,747 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
15,739 | $176,748 |
All Filings in PEO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,747 | 7,401 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||