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Joel Isaacson & Co., LLC: VOO position timeline

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

Joel Isaacson & Co., LLC held 41,683 VOO 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 41,683 shares
    Change vs previous 13F -67 shares

    0.83% of the 13F portfolio, value $28,628,627.

    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 41,750 shares
    Change vs previous 13F +565 shares

    0.83% of the 13F portfolio, value $24,947,955.

    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 41,185 shares
    Change vs previous 13F +714 shares

    0.85% of the 13F portfolio, value $25,828,487.

    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 40,471 shares
    Change vs previous 13F +1,353 shares

    0.89% of the 13F portfolio, value $24,783,717.

    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 39,118 shares
    Change vs previous 13F +2,478 shares

    0.9% of the 13F portfolio, value $22,220,170.

    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 36,640 shares
    Change vs previous 13F +1,447 shares

    0.85% of the 13F portfolio, value $18,829,638.

    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 35,193 shares
    Change vs previous 13F +6,610 shares

    0.85% of the 13F portfolio, value $18,962,219.

    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 28,583 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $15,082,244.

    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).