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Joel Isaacson & Co., LLC: VBR position timeline

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

Joel Isaacson & Co., LLC held 49,341 VBR 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 49,341 shares
    Change vs previous 13F +109 shares

    0.35% of the 13F portfolio, value $11,989,478.

    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 49,232 shares
    Change vs previous 13F -1,505 shares

    0.35% of the 13F portfolio, value $10,695,751.

    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 50,737 shares
    Change vs previous 13F +421 shares

    0.35% of the 13F portfolio, value $10,745,675.

    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 50,316 shares
    Change vs previous 13F +864 shares

    0.38% of the 13F portfolio, value $10,501,466.

    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 49,452 shares
    Change vs previous 13F +11,172 shares

    0.39% of the 13F portfolio, value $9,643,557.

    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 38,280 shares
    Change vs previous 13F +188 shares

    0.32% of the 13F portfolio, value $7,131,088.

    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 38,092 shares
    Change vs previous 13F -719 shares

    0.34% of the 13F portfolio, value $7,549,047.

    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 38,811 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,792,435.

    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).