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Joel Isaacson & Co., LLC: BRK-B position timeline

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

Joel Isaacson & Co., LLC held 34,688 BRK-B 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 34,688 shares
    Change vs previous 13F +525 shares

    0.5% of the 13F portfolio, value $17,357,528.

    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 34,163 shares
    Change vs previous 13F -387 shares

    0.54% of the 13F portfolio, value $16,370,910.

    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 34,550 shares
    Change vs previous 13F +2,352 shares

    0.57% of the 13F portfolio, value $17,366,558.

    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 32,198 shares
    Change vs previous 13F +865 shares

    0.58% of the 13F portfolio, value $16,187,223.

    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 31,333 shares
    Change vs previous 13F +3,680 shares

    0.62% of the 13F portfolio, value $15,220,631.

    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 27,653 shares
    Change vs previous 13F +2,596 shares

    0.67% of the 13F portfolio, value $14,727,435.

    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 25,057 shares
    Change vs previous 13F +154 shares

    0.51% of the 13F portfolio, value $11,357,837.

    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 24,903 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,461,855.

    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).