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Joel Isaacson & Co., LLC: SCHD position timeline

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

Joel Isaacson & Co., LLC held 63,112 SCHD 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 63,112 shares
    Change vs previous 13F +2,084 shares

    0.06% of the 13F portfolio, value $2,001,268.

    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 61,028 shares
    Change vs previous 13F +18,162 shares

    0.06% of the 13F portfolio, value $1,872,337.

    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 42,866 shares
    Change vs previous 13F +411 shares

    0.04% of the 13F portfolio, value $1,175,807.

    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 42,455 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $1,159,016.

    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 42,356 shares
    Change vs previous 13F -5,880 shares

    0.05% of the 13F portfolio, value $1,122,442.

    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 48,236 shares
    Change vs previous 13F -2,607 shares

    0.06% of the 13F portfolio, value $1,348,684.

    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 50,843 shares
    Change vs previous 13F +35,790 shares

    0.06% of the 13F portfolio, value $1,389,021.

    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 15,053 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,272,406.

    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).