Skip to content
Disclosery

Joel Isaacson & Co., LLC: IWD position timeline

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

Joel Isaacson & Co., LLC held 17,870 IWD 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 17,870 shares
    Change vs previous 13F +1,038 shares

    0.13% of the 13F portfolio, value $4,332,128.

    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 16,832 shares
    Change vs previous 13F +2,430 shares

    0.12% of the 13F portfolio, value $3,596,447.

    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 14,402 shares
    Change vs previous 13F +292 shares

    0.1% of the 13F portfolio, value $3,029,251.

    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 14,110 shares
    Change vs previous 13F +568 shares

    0.1% of the 13F portfolio, value $2,872,697.

    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 13,542 shares
    Change vs previous 13F +39 shares

    0.11% of the 13F portfolio, value $2,630,262.

    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 13,503 shares
    Change vs previous 13F +727 shares

    0.12% of the 13F portfolio, value $2,540,785.

    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 12,776 shares
    Change vs previous 13F +141 shares

    0.11% of the 13F portfolio, value $2,365,211.

    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 12,635 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,398,100.

    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).