ALTFEST L J & CO INC ARGT β€” GLOBAL X FDS

Ownership history in ALTFEST L J & CO INC  Β·  2 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported GLOBAL X FDS (ARGT) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows ARGT at 0.66% 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.

What this ARGT 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 GLOBAL X FDS, 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 Q1

ARGT was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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.

How ALTFEST L J & CO INC held ARGT β€” position size vs. price
% of Fund (quarterly)    ARGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 65,929 +14,606 +28.5% 0.66% $6.2M 2026-04-28 $91.22
2025 Q3 INITIATED β€” β€” β€” 51,323 β€” β€” 0.40% $3.6M 2025-10-21 $69.96

FAQ About ALTFEST L J & CO INC and ARGT

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 ARGT?

ALTFEST L J & CO INC reported ARGT across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for ARGT was 0.66% in 2026 Q1.

What is the latest reported ARGT position on this page?

The most recent filing on this page is 2026 Q1, when ALTFEST L J & CO INC reported 65,929 shares, equal to 0.66% of portfolio, with an estimated market value of $6.2M.

What does the chart on this ARGT ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly ARGT 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.

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