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Joel Isaacson & Co., LLC: SPY position timeline

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

Joel Isaacson & Co., LLC held 135,617 SPY 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 135,617 shares
    Change vs previous 13F +1,626 shares

    2.93% of the 13F portfolio, value $101,274,678.

    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 133,991 shares
    Change vs previous 13F -679 shares

    2.89% of the 13F portfolio, value $87,139,541.

    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 134,670 shares
    Change vs previous 13F +21,076 shares

    3.03% of the 13F portfolio, value $91,833,963.

    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 113,594 shares
    Change vs previous 13F -561 shares

    2.73% of the 13F portfolio, value $75,673,779.

    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 114,155 shares
    Change vs previous 13F -2,678 shares

    2.87% of the 13F portfolio, value $70,530,363.

    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 116,833 shares
    Change vs previous 13F -363 shares

    2.96% of the 13F portfolio, value $65,355,343.

    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 117,196 shares
    Change vs previous 13F +3,818 shares

    3.1% of the 13F portfolio, value $68,686,005.

    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 113,378 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $65,051,488.

    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).