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Joel Isaacson & Co., LLC: XLF position timeline

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

Joel Isaacson & Co., LLC held 244,391 XLF 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 244,391 shares
    Change vs previous 13F +676 shares

    0.38% of the 13F portfolio, value $13,101,789.

    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 243,715 shares
    Change vs previous 13F +7,108 shares

    0.4% of the 13F portfolio, value $12,032,186.

    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 236,607 shares
    Change vs previous 13F -1,962 shares

    0.43% of the 13F portfolio, value $12,958,954.

    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 238,569 shares
    Change vs previous 13F +1,546 shares

    0.46% of the 13F portfolio, value $12,851,688.

    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 237,023 shares
    Change vs previous 13F +25,698 shares

    0.5% of the 13F portfolio, value $12,412,880.

    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 211,325 shares
    Change vs previous 13F +14,555 shares

    0.48% of the 13F portfolio, value $10,526,075.

    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 196,770 shares
    Change vs previous 13F +25,732 shares

    0.43% of the 13F portfolio, value $9,509,907.

    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 171,038 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,751,453.

    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).