ALTFEST L J & CO INC SJB — PROSHARES TR

Ownership history in ALTFEST L J & CO INC  ·  4 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported PROSHARES TR (SJB) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.71% in 2026 Q3. The latest visible filing shows SJB at 0.71% 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 SJB 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 PROSHARES 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 Q3

SJB was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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.

SJB stock page ALTFEST L J & CO INC fund profile ALTFEST L J & CO INC full holdings
How ALTFEST L J & CO INC held SJB — position size vs. price
% of Fund (quarterly)    SJB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 462,016 +139,757 +43.4% 0.71% $7.2M 2026-10-27 $15.41
2026 Q1 ADDED — — — 322,259 +243,233 +307.8% 0.53% $5.0M 2026-04-28 $15.01
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SJB

As of 2026 Q3 — sorted by position size

BFC Planning, Inc. 0.0% CHILTON CAPITAL MANAGEMENT LLC 3Y 7Y 0.0% TD Waterhouse Canada Inc. 0.0%

FAQ About ALTFEST L J & CO INC and SJB

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 SJB?

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

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

The largest reported portfolio weight for SJB was 0.71% in 2026 Q3.

What is the latest reported SJB position on this page?

The most recent filing on this page is 2026 Q3, when ALTFEST L J & CO INC reported 462,016 shares, equal to 0.71% of portfolio, with an estimated market value of $7.2M.

What does the chart on this SJB ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly SJB 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 SJB position?

Based on 13F filing dates vs. subsequent SJB price moves, ALTFEST L J & CO INC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SJB relative to SPY over the holding period was -10.8%.

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