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Joel Isaacson & Co., LLC: IVE position timeline

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

Joel Isaacson & Co., LLC held 8,162 IVE 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 8,162 shares
    Change vs previous 13F +308 shares

    0.05% of the 13F portfolio, value $1,853,354.

    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 7,854 shares
    Change vs previous 13F +2,762 shares

    0.05% of the 13F portfolio, value $1,658,371.

    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 5,092 shares
    Change vs previous 13F +121 shares

    0.04% of the 13F portfolio, value $1,079,917.

    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 4,971 shares
    Change vs previous 13F -1,402 shares

    0.04% of the 13F portfolio, value $1,026,483.

    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 6,373 shares
    Change vs previous 13F +210 shares

    0.05% of the 13F portfolio, value $1,245,342.

    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 6,163 shares
    Change vs previous 13F +134 shares

    0.05% of the 13F portfolio, value $1,174,586.

    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 6,029 shares
    Change vs previous 13F +897 shares

    0.05% of the 13F portfolio, value $1,150,840.

    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 5,132 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,011,905.

    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).