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Joel Isaacson & Co., LLC: VTEI position timeline

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

Joel Isaacson & Co., LLC held 240,333 VTEI 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 240,333 shares
    Change vs previous 13F +8,781 shares

    0.7% of the 13F portfolio, value $24,266,432.

    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 231,552 shares
    Change vs previous 13F -5,102 shares

    0.77% of the 13F portfolio, value $23,141,289.

    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 236,654 shares
    Change vs previous 13F +1,436 shares

    0.79% of the 13F portfolio, value $23,861,869.

    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 235,218 shares
    Change vs previous 13F +28,822 shares

    0.85% of the 13F portfolio, value $23,599,465.

    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 206,396 shares
    Change vs previous 13F +178,492 shares

    0.83% of the 13F portfolio, value $20,342,385.

    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 27,904 shares
    Change vs previous 13F +1,062 shares

    0.13% of the 13F portfolio, value $2,757,448.

    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 26,842 shares
    Change vs previous 13F +3,952 shares

    0.12% of the 13F portfolio, value $2,667,819.

    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 22,890 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,316,228.

    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).