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Joel Isaacson & Co., LLC: WMG position timeline

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

Joel Isaacson & Co., LLC held 237,650 WMG 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 237,650 shares
    Change vs previous 13F -7,500 shares

    0.19% of the 13F portfolio, value $6,433,186.

    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 245,150 shares
    Change vs previous 13F -10,000 shares

    0.21% of the 13F portfolio, value $6,261,131.

    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 255,150 shares
    Change vs previous 13F -5,000 shares

    0.26% of the 13F portfolio, value $7,825,451.

    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 260,150 shares
    Change vs previous 13F -8,500 shares

    0.32% of the 13F portfolio, value $8,860,709.

    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 268,650 shares
    Change vs previous 13F -6,400 shares

    0.3% of the 13F portfolio, value $7,318,026.

    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 275,050 shares
    Change vs previous 13F -11,500 shares

    0.39% of the 13F portfolio, value $8,622,818.

    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 286,550 shares
    Change vs previous 13F -3,500 shares

    0.4% of the 13F portfolio, value $8,883,050.

    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 290,050 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $9,078,565.

    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).