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Joel Isaacson & Co., LLC: SHMD position timeline

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

Joel Isaacson & Co., LLC held 46,500 SHMD 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 46,500 shares
    Change vs previous 13F +33,500 shares

    0.01% of the 13F portfolio, value $291,090.

    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 13,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $68,900.

    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).