Joel Isaacson & Co., LLC: META position timeline

Joel Isaacson & Co., LLC held 54,477 META 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 54,477 shares

   Change vs previous 13F -156 shares

   0.89% of the 13F portfolio, value $30,686,223.

   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 54,633 shares

   Change vs previous 13F -1,105 shares

   1.04% of the 13F portfolio, value $31,256,981.

   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 55,738 shares

   Change vs previous 13F +3,302 shares

   1.21% of the 13F portfolio, value $36,791,822.

   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 52,436 shares

   Change vs previous 13F +5,935 shares

   1.39% of the 13F portfolio, value $38,507,962.

   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 46,501 shares

   Change vs previous 13F -232 shares

   1.4% of the 13F portfolio, value $34,322,021.

   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 46,733 shares

   Change vs previous 13F +285 shares

   1.22% of the 13F portfolio, value $26,935,012.

   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 46,448 shares

   Change vs previous 13F +438 shares

   1.23% of the 13F portfolio, value $27,195,863.

   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 46,010 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $26,338,233.

   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).