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Joel Isaacson & Co., LLC: MUB position timeline

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

Joel Isaacson & Co., LLC held 64,375 MUB 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 64,375 shares
    Change vs previous 13F +4,206 shares

    0.2% of the 13F portfolio, value $6,927,998.

    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 60,169 shares
    Change vs previous 13F +13,080 shares

    0.21% of the 13F portfolio, value $6,386,942.

    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 47,089 shares
    Change vs previous 13F +4,249 shares

    0.17% of the 13F portfolio, value $5,043,685.

    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 42,840 shares
    Change vs previous 13F +238 shares

    0.16% of the 13F portfolio, value $4,562,078.

    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 42,602 shares
    Change vs previous 13F +125 shares

    0.18% of the 13F portfolio, value $4,451,041.

    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 42,477 shares
    Change vs previous 13F +3,901 shares

    0.2% of the 13F portfolio, value $4,478,775.

    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 38,576 shares
    Change vs previous 13F +4,892 shares

    0.19% of the 13F portfolio, value $4,110,275.

    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 33,684 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,659,138.

    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).