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Joel Isaacson & Co., LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Isaacson & Co., LLC on AAPL, newest first. How the timeline and the estimate are built.

Joel Isaacson & Co., LLC held 458,534 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 458,534 shares
    Change vs previous 13F +2,989 shares

    3.84% of the 13F portfolio, value $132,681,481.

    13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 455,545 shares
    Change vs previous 13F +5,245 shares

    3.83% of the 13F portfolio, value $115,612,801.

    13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 450,300 shares
    Change vs previous 13F +14,771 shares

    4.04% of the 13F portfolio, value $122,418,499.

    13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 435,529 shares
    Change vs previous 13F +16,397 shares

    4% of the 13F portfolio, value $110,898,859.

    13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 419,132 shares
    Change vs previous 13F +13,970 shares

    3.5% of the 13F portfolio, value $85,993,386.

    13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 405,162 shares
    Change vs previous 13F -5,411 shares

    4.08% of the 13F portfolio, value $89,998,648.

    13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 410,573 shares
    Change vs previous 13F +2,989 shares

    4.63% of the 13F portfolio, value $102,815,580.

    13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 407,584 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $94,967,037.

    13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).