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Joel Isaacson & Co., LLC: EFA position timeline

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

Joel Isaacson & Co., LLC held 31,387 EFA 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 31,387 shares
    Change vs previous 13F +381 shares

    0.09% of the 13F portfolio, value $3,260,465.

    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 31,006 shares
    Change vs previous 13F +2,029 shares

    0.1% of the 13F portfolio, value $3,011,639.

    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 28,977 shares
    Change vs previous 13F +1,373 shares

    0.09% of the 13F portfolio, value $2,782,647.

    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 27,604 shares
    Change vs previous 13F +1,725 shares

    0.09% of the 13F portfolio, value $2,577,366.

    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 25,879 shares
    Change vs previous 13F +3,935 shares

    0.09% of the 13F portfolio, value $2,313,305.

    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 21,944 shares
    Change vs previous 13F +1,367 shares

    0.08% of the 13F portfolio, value $1,793,463.

    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 20,577 shares
    Change vs previous 13F +511 shares

    0.07% of the 13F portfolio, value $1,555,808.

    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 20,066 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,678,123.

    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).