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Joel Isaacson & Co., LLC: BIV position timeline

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

Joel Isaacson & Co., LLC held 125,024 BIV 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 125,024 shares
    Change vs previous 13F +6,049 shares

    0.28% of the 13F portfolio, value $9,589,342.

    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 118,975 shares
    Change vs previous 13F +5,176 shares

    0.3% of the 13F portfolio, value $9,182,506.

    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 113,799 shares
    Change vs previous 13F +6,633 shares

    0.29% of the 13F portfolio, value $8,862,666.

    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 107,166 shares
    Change vs previous 13F +17,977 shares

    0.3% of the 13F portfolio, value $8,368,617.

    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 89,189 shares
    Change vs previous 13F +348 shares

    0.28% of the 13F portfolio, value $6,897,886.

    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 88,841 shares
    Change vs previous 13F +8,568 shares

    0.31% of the 13F portfolio, value $6,802,556.

    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 80,273 shares
    Change vs previous 13F +15,966 shares

    0.27% of the 13F portfolio, value $5,998,821.

    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 64,307 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,039,743.

    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).