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Joel Isaacson & Co., LLC: DIVZ position timeline

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

Joel Isaacson & Co., LLC held 15,768 DIVZ 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 15,768 shares
    Change vs previous 13F +1,570 shares

    0.02% of the 13F portfolio, value $589,371.

    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 14,198 shares
    Change vs previous 13F +5,053 shares

    0.02% of the 13F portfolio, value $528,565.

    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 9,145 shares
    Change vs previous 13F +2,076 shares

    0.01% of the 13F portfolio, value $332,532.

    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 7,069 shares
    Change vs previous 13F +1,010 shares

    0.01% of the 13F portfolio, value $257,212.

    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 6,059 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,202.

    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).