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Joel Isaacson & Co., LLC: XLE position timeline

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

Joel Isaacson & Co., LLC held 59,701 XLE 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 59,701 shares
    Change vs previous 13F +315 shares

    0.09% of the 13F portfolio, value $3,170,710.

    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 59,386 shares
    Change vs previous 13F +478 shares

    0.12% of the 13F portfolio, value $3,637,967.

    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 58,908 shares
    Change vs previous 13F +31,882 shares

    0.09% of the 13F portfolio, value $2,633,761.

    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 27,026 shares
    Change vs previous 13F +29 shares

    0.09% of the 13F portfolio, value $2,414,505.

    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 26,997 shares
    Change vs previous 13F +119 shares

    0.09% of the 13F portfolio, value $2,289,584.

    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 26,878 shares
    Change vs previous 13F +3,838 shares

    0.11% of the 13F portfolio, value $2,511,728.

    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 23,040 shares
    Change vs previous 13F +2,179 shares

    0.09% of the 13F portfolio, value $1,973,628.

    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 20,861 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,831,592.

    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).