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Joel Isaacson & Co., LLC: ADX position timeline

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

Joel Isaacson & Co., LLC held 33,489 ADX 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 33,489 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $855,644.

    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 33,489 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $733,074.

    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 33,489 shares
    Change vs previous 13F +6,811 shares

    0.03% of the 13F portfolio, value $780,963.

    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 26,678 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $594,919.

    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 26,520 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $575,749.

    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 26,520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $503,615.

    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).