Joel Isaacson & Co., LLC quarter change: Foreign Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Joel Isaacson & Co., LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1599330): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Comprehensive Financial Management LLC | United States | $3.015B | 38 |
| Senvest Management, LLC | United States | $3.015B | 50 |
| TRILLIUM ASSET MANAGEMENT, LLC | United States | $3.014B | 230 |
| KCM INVESTMENT ADVISORS LLC | United States | $3.013B | 393 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | United States | $3.013B | 214,784 |
| Constellation Investments, Inc. | United States | $3.013B | 19 |
| CASTLEARK MANAGEMENT LLC | United States | $3.022B | 292 |
| Members Trust Co | United States | $3.009B | 259 |
| BW Gestao de Investimentos Ltda. | Brazil | $3.009B | 270 |
| CONNING INC. | United States | $3.009B | 311 |