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Joel Isaacson & Co., LLC: ARCC position timeline

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

Joel Isaacson & Co., LLC held 134,631 ARCC 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 134,631 shares
    Change vs previous 13F -31,722 shares

    0.07% of the 13F portfolio, value $2,494,708.

    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 166,353 shares
    Change vs previous 13F +893 shares

    0.1% of the 13F portfolio, value $2,997,688.

    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 165,460 shares
    Change vs previous 13F -9,161 shares

    0.11% of the 13F portfolio, value $3,347,264.

    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 174,621 shares
    Change vs previous 13F -19 shares

    0.13% of the 13F portfolio, value $3,564,008.

    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 174,640 shares
    Change vs previous 13F +3,669 shares

    0.16% of the 13F portfolio, value $3,835,099.

    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 170,971 shares
    Change vs previous 13F +2,898 shares

    0.17% of the 13F portfolio, value $3,788,721.

    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 168,073 shares
    Change vs previous 13F +49,500 shares

    0.17% of the 13F portfolio, value $3,679,123.

    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 118,573 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,482,924.

    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).