Joel Isaacson & Co., LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,454,802
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 482 | 3,454,802 | 13F-HR | Joel Isaacson & Co., LLC |
| Q1 2026 | 4/22/2026 | 455 | 3,016,443 | 13F-HR | Joel Isaacson & Co., LLC |
| Q4 2025 | 1/30/2026 | 460 | 3,028,587 | 13F-HR | Joel Isaacson & Co., LLC |
| Q3 2025 | 10/30/2025 | 447 | 2,771,096 | 13F-HR | Joel Isaacson & Co., LLC |
| Q2 2025 | 7/23/2025 | 418 | 2,459,009 | 13F-HR | Joel Isaacson & Co., LLC |
| Q2 2014 | 7/21/2014 | 603 | 319,457 | 13F-HR | Joel Isaacson & Co., LLC |
| Q1 2014 | 4/14/2014 | 593 | 297,998 | 13F-HR/A - RESTATEMENT | Joel Isaacson & Co., LLC |
| Q1 2014 | 4/11/2014 | 593 | 295,246 | 13F-HR | Joel Isaacson & Co., LLC |
| Q4 2013 | 2/12/2014 | 513 | 275,428 | 13F-HR | Joel Isaacson & Co., LLC |
| Q3 2013 | 2/26/2014 | 492 | 244,826 | 13F-HR | Joel Isaacson & Co., LLC |
| Q2 2013 | 3/3/2014 | 460 | 212,604 | 13F-HR | Joel Isaacson & Co., LLC |
| Q1 2013 | 3/3/2014 | 436 | 197,386 | 13F-HR | Joel Isaacson & Co., LLC |
| Q4 2012 | 3/7/2014 | 455 | 153,410 | 13F-HR | Joel Isaacson & Co., LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
212
(0.0% of total reported value)
· QoQ Δ:
-158
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.172 M | 33.9% | 144.9 K | 0 | 144.9 K |
| ETFs | 2.28 M | 66.0% | 293.6 K | 0 | 293.6 K |
| Debt | 1.918 K | 0.1% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
3,454,802
Holdings
482
QoQ value change ($000)
438,359
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.