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Joel Isaacson & Co., LLC: EPD position timeline

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

Joel Isaacson & Co., LLC held 105,143 EPD 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 105,143 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,865,057.

    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 105,143 shares
    Change vs previous 13F +2,372 shares

    0.13% of the 13F portfolio, value $3,978,611.

    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 102,771 shares
    Change vs previous 13F +5,100 shares

    0.11% of the 13F portfolio, value $3,294,838.

    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 97,671 shares
    Change vs previous 13F +500 shares

    0.11% of the 13F portfolio, value $3,054,172.

    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 97,171 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,013,273.

    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 97,171 shares
    Change vs previous 13F +1,240 shares

    0.15% of the 13F portfolio, value $3,317,418.

    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 95,931 shares
    Change vs previous 13F +64 shares

    0.14% of the 13F portfolio, value $3,008,396.

    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 95,867 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,790,688.

    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).