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Joel Isaacson & Co., LLC: FBTC position timeline

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

Joel Isaacson & Co., LLC held 39,244 FBTC 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 39,244 shares
    Change vs previous 13F +1,552 shares

    0.06% of the 13F portfolio, value $2,003,406.

    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 37,692 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,224,959.

    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 37,692 shares
    Change vs previous 13F +3,500 shares

    0.09% of the 13F portfolio, value $2,873,261.

    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 34,192 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,412,704.

    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 34,192 shares
    Change vs previous 13F +27,750 shares

    0.13% of the 13F portfolio, value $3,213,706.

    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 6,442 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $463,631.

    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 6,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $501,064.

    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).