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Joel Isaacson & Co., LLC: BNY position timeline

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

Joel Isaacson & Co., LLC held 38,835 BNY 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 38,835 shares
    Change vs previous 13F -89 shares

    0.16% of the 13F portfolio, value $5,615,915.

    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 38,924 shares
    Change vs previous 13F -19 shares

    0.15% of the 13F portfolio, value $4,617,532.

    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 38,943 shares
    Change vs previous 13F -442 shares

    0.15% of the 13F portfolio, value $4,520,900.

    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 39,385 shares
    Change vs previous 13F +4,652 shares

    0.15% of the 13F portfolio, value $4,291,388.

    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 34,733 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $3,164,524.

    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 34,657 shares
    Change vs previous 13F +1,100 shares

    0.13% of the 13F portfolio, value $2,906,677.

    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 33,557 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $2,578,190.

    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 33,534 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,409,789.

    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).