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Joel Isaacson & Co., LLC: WFC position timeline

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

Joel Isaacson & Co., LLC held 58,015 WFC 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 58,015 shares
    Change vs previous 13F -1,015 shares

    0.14% of the 13F portfolio, value $4,794,382.

    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 59,030 shares
    Change vs previous 13F -159 shares

    0.16% of the 13F portfolio, value $4,699,355.

    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 59,189 shares
    Change vs previous 13F +1,861 shares

    0.18% of the 13F portfolio, value $5,516,424.

    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 57,328 shares
    Change vs previous 13F +10,698 shares

    0.17% of the 13F portfolio, value $4,805,193.

    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 46,630 shares
    Change vs previous 13F -214 shares

    0.15% of the 13F portfolio, value $3,735,990.

    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 46,844 shares
    Change vs previous 13F +1,367 shares

    0.15% of the 13F portfolio, value $3,362,956.

    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 45,477 shares
    Change vs previous 13F +321 shares

    0.14% of the 13F portfolio, value $3,194,291.

    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 45,156 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,550,876.

    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).