Joel Isaacson & Co., LLC: IVV position timeline

Joel Isaacson & Co., LLC held 15,057 IVV 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 15,057 shares

   Change vs previous 13F +17 shares

   0.33% of the 13F portfolio, value $11,275,910.

   13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 15,040 shares

   Change vs previous 13F +560 shares

   0.33% of the 13F portfolio, value $9,824,318.

   13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 14,480 shares

   Change vs previous 13F +283 shares

   0.33% of the 13F portfolio, value $9,917,597.

   13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 14,197 shares

   Change vs previous 13F +102 shares

   0.34% of the 13F portfolio, value $9,501,893.

   13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 14,095 shares

   Change vs previous 13F +646 shares

   0.36% of the 13F portfolio, value $8,751,850.

   13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 13,449 shares

   Change vs previous 13F +968 shares

   0.34% of the 13F portfolio, value $7,556,870.

   13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 12,481 shares

   Change vs previous 13F +73 shares

   0.33% of the 13F portfolio, value $7,347,077.

   13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 12,408 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $7,157,072.

   13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).