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Joel Isaacson & Co., LLC: QQQ position timeline

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

Joel Isaacson & Co., LLC held 37,699 QQQ 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 37,699 shares
    Change vs previous 13F +395 shares

    0.8% of the 13F portfolio, value $27,761,422.

    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 37,304 shares
    Change vs previous 13F +1,271 shares

    0.71% of the 13F portfolio, value $21,531,326.

    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 36,033 shares
    Change vs previous 13F +1,690 shares

    0.73% of the 13F portfolio, value $22,135,135.

    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 34,343 shares
    Change vs previous 13F +7,573 shares

    0.74% of the 13F portfolio, value $20,618,327.

    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 26,770 shares
    Change vs previous 13F +929 shares

    0.6% of the 13F portfolio, value $14,767,308.

    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 25,841 shares
    Change vs previous 13F +252 shares

    0.55% of the 13F portfolio, value $12,117,408.

    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 25,589 shares
    Change vs previous 13F +1,556 shares

    0.59% of the 13F portfolio, value $13,081,935.

    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 24,033 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $11,729,655.

    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).