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Joel Isaacson & Co., LLC: VTEB position timeline

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

Joel Isaacson & Co., LLC held 66,388 VTEB 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 66,388 shares
    Change vs previous 13F -48 shares

    0.1% of the 13F portfolio, value $3,357,906.

    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 66,436 shares
    Change vs previous 13F -40 shares

    0.11% of the 13F portfolio, value $3,314,491.

    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 66,476 shares
    Change vs previous 13F +5,934 shares

    0.11% of the 13F portfolio, value $3,343,084.

    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 60,542 shares
    Change vs previous 13F +49,786 shares

    0.11% of the 13F portfolio, value $3,031,330.

    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 10,756 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $527,379.

    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).