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Joel Isaacson & Co., LLC: XLC position timeline

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

Joel Isaacson & Co., LLC held 27,111 XLC 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 27,111 shares
    Change vs previous 13F +66 shares

    0.08% of the 13F portfolio, value $2,904,451.

    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 27,045 shares
    Change vs previous 13F +1,516 shares

    0.1% of the 13F portfolio, value $2,998,246.

    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 25,529 shares
    Change vs previous 13F +647 shares

    0.1% of the 13F portfolio, value $3,005,298.

    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 24,882 shares
    Change vs previous 13F +430 shares

    0.11% of the 13F portfolio, value $2,945,248.

    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 24,452 shares
    Change vs previous 13F -173 shares

    0.11% of the 13F portfolio, value $2,653,809.

    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 24,625 shares
    Change vs previous 13F +1,173 shares

    0.11% of the 13F portfolio, value $2,375,095.

    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 23,452 shares
    Change vs previous 13F +554 shares

    0.1% of the 13F portfolio, value $2,270,372.

    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 22,898 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,069,984.

    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).