Joel Isaacson & Co., LLC: VIG position timeline

Joel Isaacson & Co., LLC held 1,371,589 VIG 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 1,371,589 shares

   Change vs previous 13F +22,538 shares

   9.39% of the 13F portfolio, value $324,545,356.

   13F-HR 0001599330-26-000003 filed by Joel Isaacson & Co., LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,349,051 shares

   Change vs previous 13F +30,794 shares

   9.62% of the 13F portfolio, value $290,126,848.

   13F-HR 0001599330-26-000002 filed by Joel Isaacson & Co., LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,318,257 shares

   Change vs previous 13F +29,430 shares

   9.57% of the 13F portfolio, value $289,726,589.

   13F-HR 0001599330-26-000001 filed by Joel Isaacson & Co., LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,288,827 shares

   Change vs previous 13F +15,563 shares

   10.04% of the 13F portfolio, value $278,115,984.

   13F-HR 0001599330-25-000005 filed by Joel Isaacson & Co., LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,273,264 shares

   Change vs previous 13F +31,591 shares

   10.6% of the 13F portfolio, value $260,599,014.

   13F-HR 0001085146-25-004047 filed by Joel Isaacson & Co., LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,241,673 shares

   Change vs previous 13F +39,988 shares

   10.92% of the 13F portfolio, value $240,872,219.

   13F-HR 0001085146-25-002335 filed by Joel Isaacson & Co., LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,201,685 shares

   Change vs previous 13F +48,028 shares

   10.61% of the 13F portfolio, value $235,325,945.

   13F-HR 0001085146-25-000531 filed by Joel Isaacson & Co., LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,153,657 shares

   Change vs previous 13F not available

   10.9% of the 13F portfolio, value $228,493,225.

   13F-HR 0001085146-24-005095 filed by Joel Isaacson & Co., LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).