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Joel Isaacson & Co., LLC: IEFA position timeline

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

Joel Isaacson & Co., LLC held 18,983 IEFA 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 18,983 shares
    Change vs previous 13F +3,831 shares

    0.05% of the 13F portfolio, value $1,833,385.

    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 15,152 shares
    Change vs previous 13F +1,280 shares

    0.05% of the 13F portfolio, value $1,371,685.

    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 13,872 shares
    Change vs previous 13F +756 shares

    0.04% of the 13F portfolio, value $1,240,964.

    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 13,116 shares
    Change vs previous 13F +1,745 shares

    0.04% of the 13F portfolio, value $1,145,188.

    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 11,371 shares
    Change vs previous 13F +4,089 shares

    0.04% of the 13F portfolio, value $949,273.

    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 7,282 shares
    Change vs previous 13F +957 shares

    0.02% of the 13F portfolio, value $550,907.

    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 6,325 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $444,543.

    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 6,199 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $483,841.

    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).