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Joel Isaacson & Co., LLC: ORCL position timeline

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

Joel Isaacson & Co., LLC held 20,696 ORCL 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 20,696 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $3,033,017.

    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 20,686 shares
    Change vs previous 13F +636 shares

    0.1% of the 13F portfolio, value $3,043,145.

    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 20,050 shares
    Change vs previous 13F -36 shares

    0.13% of the 13F portfolio, value $3,907,982.

    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 20,086 shares
    Change vs previous 13F +838 shares

    0.2% of the 13F portfolio, value $5,649,039.

    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 19,248 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $4,208,231.

    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 19,242 shares
    Change vs previous 13F +751 shares

    0.12% of the 13F portfolio, value $2,690,250.

    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 18,491 shares
    Change vs previous 13F +4,752 shares

    0.14% of the 13F portfolio, value $3,081,371.

    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 13,739 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,341,126.

    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).