ALTFEST L J & CO INC NYF — ISHARES TR

Ownership history in ALTFEST L J & CO INC  ·  12 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported ISHARES TR (NYF) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.5% in 2024 Q1. The latest visible filing shows NYF at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTFEST L J & CO INC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NYF was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NYF stock page ALTFEST L J & CO INC fund profile ALTFEST L J & CO INC full holdings
How ALTFEST L J & CO INC held NYF — position size vs. price
% of Fund (quarterly)    NYF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 92,584 +29,560 +46.9% 0.48% $5.0M 2026-07-30 $52.91
2026 Q1 ADDED — — — 63,024 +19,259 +44.0% 0.36% $3.3M 2026-04-28 $53.27
2025 Q4 REDUCED 47.2% -0.2% ✅ 43,765 -39,164 -47.2% 0.26% $2.3M 2026-01-23 $52.94
2025 Q3 REDUCED 25.6% +1.4% ❌ 82,929 -28,501 -25.6% 0.49% $4.4M 2025-10-21 $52.53
2025 Q2 ADDED — — — 111,430 +15,809 +16.5% 0.69% $5.8M 2025-08-08 $50.59
2025 Q1 ADDED — — — 95,621 +12,007 +14.4% 0.63% $5.0M 2025-05-09 $50.40
2024 Q4 ADDED — — — 83,614 +2,020 +2.5% 0.57% $4.4M 2025-02-07 $51.19
2024 Q3 REDUCED 26.5% -1.2% ✅ 81,594 -29,372 -26.5% 0.59% $4.4M 2024-11-05 $50.99
2024 Q2 REDUCED 43.6% +2.5% ❌ 110,966 -85,933 -43.6% 0.81% $5.9M 2024-08-07 $50.81
2024 Q1 REDUCED 5.0% -0.4% ✅ 196,899 -10,378 -5.0% 1.50% $10.6M 2024-04-22 $49.80
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NYF

As of 2026 Q2 — sorted by position size

High Probability Advisors, LLC 5.51% Emergent Wealth Advisors, LLC 1.07% Equita Financial Network, Inc. 0.74% Westfuller Advisors, LLC 0.63% BRIGHTON SECURITIES CORP. 0.55% Klingman & Associates, LLC 3Y 7Y 0.54% SOA Wealth Advisors, LLC. 3Y 0.53% Facet Wealth, Inc. 3Y 0.44% Astoria Strategic Wealth, Inc. 3Y 0.42% Hudson Oak Wealth Advisory LLC 0.41%

FAQ About ALTFEST L J & CO INC and NYF

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTFEST L J & CO INC reported owning NYF?

ALTFEST L J & CO INC reported NYF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NYF position in ALTFEST L J & CO INC's portfolio?

The largest reported portfolio weight for NYF was 1.50% in 2024 Q1.

What is the latest reported NYF position on this page?

The most recent filing on this page is 2026 Q2, when ALTFEST L J & CO INC reported 92,584 shares, equal to 0.48% of portfolio, with an estimated market value of $5.0M.

What does the chart on this NYF ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly NYF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALTFEST L J & CO INC time their NYF position?

Based on 13F filing dates vs. subsequent NYF price moves, ALTFEST L J & CO INC correctly timed 3 out of 11 reported position changes (27%). The annualised alpha on NYF relative to SPY over the holding period was +180.5%.

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