Joel Isaacson & Co., LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0001599330
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
398 | $2.21 B | KRE, VIG, VTI, VYM | 13F-HR | Apr 25, 2025 | 000108514625002335 | ||
377 | $2.22 B | KRE, VIG, VTI, VYM | 13F-HR | Jan 28, 2025 | 000108514625000531 | ||
369 | $2.10 B | KRE, VIG, VTI, VYM | 13F-HR | Oct 23, 2024 | 000108514624005095 | ||
349 | $1.90 B | KRE, VIG, VTI, VYM | 13F-HR | Jul 24, 2024 | 000108514624003193 | ||
334 | $1.82 B | KRE, VIG, VYM, VTI | 13F-HR | Apr 30, 2024 | 000108514624002111 | ||
311 | $1.63 B | KRE, VIG, VYM, VTI | RESTATEMENT | Feb 12, 2024 | 000108514624001123 | ||
306 | $1.46 B | KRE, VIG, VYM, VTI | 13F-HR | Oct 24, 2023 | 000108514623003852 | ||
322 | $1.49 B | KRE, VIG, VYM, AAPL | 13F-HR | Jul 27, 2023 | 000108514623002923 | ||
327 | $1.39 B | KRE, VIG, VYM, AAPL | 13F-HR | Apr 25, 2023 | 000108514623001854 | ||
324 | $1.30 B | KRE, VIG, VYM, VO | 13F-HR | Jan 27, 2023 | 000108514623000404 | ||
300 | $1.16 B | KRE, VIG, VYM, VTI | 13F-HR | Oct 14, 2022 | 000108514622003383 | ||
298 | $1.19 B | KRE, VIG, VYM, VTI | 13F-HR | Jul 15, 2022 | 000108514622002407 | ||
309 | $1.36 B | KRE, VIG, VTI, VO | 13F-HR | Apr 21, 2022 | 000108514622001484 | ||
309 | $1.46 B | KRE, VIG, VO, VTI | 13F-HR | Jan 19, 2022 | 000108514622000175 | ||
308 | $1.32 B | KRE, VIG, VO, VTI | 13F-HR | Oct 21, 2021 | 000108514621002868 | ||
294 | $1.29 B | KRE, VIG, VO, VTI | 13F-HR | Jul 20, 2021 | 000108514621002014 | ||
268 | $1.14 B | KRE, VIG, VO, VTI | 13F-HR | Apr 23, 2021 | 000108514621001304 | ||
240 | $1.02 B | KRE, VIG, VO, AAPL | 13F-HR | Jan 22, 2021 | 000108514621000216 | ||
228 | $769.33 M | KRE, VIG, VO, AAPL | 13F-HR | Oct 14, 2020 | 000108514620002528 | ||
212 | $702.22 M | KRE, VIG, VO, VTI | 13F-HR | Jul 21, 2020 | 000108514620001843 | ||
194 | $574.37 M | KRE, VIG, VO, VYM | 13F-HR | Apr 21, 2020 | 000108514620001167 | ||
211 | $761.46 M | KRE, VIG, VO, VYM | 13F-HR | Jan 24, 2020 | 000108514620000290 | ||
202 | $701.88 M | KRE, VIG, VO, VYM | 13F-HR | Oct 15, 2019 | 000108514619002539 | ||
208 | $687.05 M | KRE, VIG, VO, VYM | 13F-HR | Jul 11, 2019 | 000108514619001849 | ||
217 | $685.40 M | KRE, VIG, VO, VYM | 13F-HR | Apr 9, 2019 | 000108514619001115 | ||
233 | $631.09 M | KRE, VIG, VYM, VO | 13F-HR | Jan 18, 2019 | 000108514619000186 | ||
202 | $636.15 M | KRE, VIG, VO, VYM | 13F-HR | Oct 19, 2018 | 000108514618002364 | ||
199 | $597.16 M | KRE, VIG, VO, VYM | 13F-HR | Aug 1, 2018 | 000108514618001799 | ||
192 | $573.26 M | KRE, VIG, VO, VYM | 13F-HR | May 1, 2018 | 000108514618001193 | ||
194 | $576.28 M | KRE, VIG, VYM, VO | 13F-HR | Jan 30, 2018 | 000108514618000261 | ||
187 | $546.58 M | KRE, VIG, VYM, VO | 13F-HR | Nov 2, 2017 | 000108514617002194 | ||
177 | $528.95 M | KRE, VIG, VYM, VO | 13F-HR | Aug 1, 2017 | 000108514617001602 | ||
172 | $509.71 M | KRE, VIG, VYM, VO | 13F-HR | May 5, 2017 | 000108514617001108 | ||
647 | $497.13 M | KRE, VIG, VYM, VO | 13F-HR | Jan 24, 2017 | 000159933017000001 | ||
728 | $486.89 M | KRE, VIG, VYM, VO | 13F-HR | Oct 25, 2016 | 000159933016000009 | ||
742 | $469.95 M | KRE, VIG, VYM, VO | 13F-HR | Jul 22, 2016 | 000159933016000008 | ||
791 | $452.84 M | KRE, VIG, VYM, VO | 13F-HR | Apr 18, 2016 | 000159933016000007 | ||
776 | $407.15 M | KRE, VIG, VO, VYM | 13F-HR | Jan 15, 2016 | 000159933016000006 | ||
768 | $374.64 M | KRE, VIG, VYM, VO | 13F-HR | Oct 21, 2015 | 000159933015000005 | ||
767 | $390.15 M | KRE, VIG, VYM, VO | 13F-HR | Jul 27, 2015 | 000159933015000004 | ||
712 | $396.55 M | KRE, VIG, VYM, VO | 13F-HR | Apr 14, 2015 | 000159933015000003 | ||
641 | $371.92 M | KRE, VIG, VYM, EVJ | 13F-HR | Jan 9, 2015 | 000159933015000001 | ||
638 | $327.10 M | KRE, VIG, VYM, EVJ | 13F-HR | Oct 22, 2014 | 000159933014000010 | ||
603 | $319.46 M | KRE, VIG, VYM, EVJ | 13F-HR | Jul 21, 2014 | 000159933014000009 | ||
593 | $298.00 M | KRE, VIG, VYM, EVJ | RESTATEMENT | Apr 14, 2014 | 000159933014000008 | ||
513 | $275.43 M | KRE, VIG, VYM, EVJ | 13F-HR | Feb 12, 2014 | 000159933014000001 | ||
492 | $244.83 M | KRE, VIG, VYM, EVJ | 13F-HR | Feb 26, 2014 | 000159933014000003 | ||
460 | $212.60 M | KRE, VIG, VYM, EVJ | 13F-HR | Mar 3, 2014 | 000159933014000004 | ||
436 | $197.39 M | KRE, VIG, EVJ, VYM | 13F-HR | Mar 3, 2014 | 000159933014000005 | ||
455 | $153.41 M | KRE, VIG, EVJ, VYM | 13F-HR | Mar 7, 2014 | 000159933014000006 |