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Joel Isaacson & Co., LLC: SRLN position timeline

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

Joel Isaacson & Co., LLC held 27,562 SRLN 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 27,562 shares
    Change vs previous 13F -11,976 shares

    0.03% of the 13F portfolio, value $1,110,490.

    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 39,538 shares
    Change vs previous 13F +1,991 shares

    0.05% of the 13F portfolio, value $1,587,038.

    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 37,547 shares
    Change vs previous 13F +735 shares

    0.05% of the 13F portfolio, value $1,549,554.

    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 36,812 shares
    Change vs previous 13F -1,274 shares

    0.06% of the 13F portfolio, value $1,530,644.

    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 38,086 shares
    Change vs previous 13F +1,366 shares

    0.06% of the 13F portfolio, value $1,583,998.

    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 36,720 shares
    Change vs previous 13F +5,028 shares

    0.07% of the 13F portfolio, value $1,510,313.

    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 31,692 shares
    Change vs previous 13F +25,560 shares

    0.06% of the 13F portfolio, value $1,322,486.

    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 6,132 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $256,085.

    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).