Joel Isaacson & Co., LLC

SEC CIK: 0001599330
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Joel Isaacson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 66,313
Value: $3.78M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Joel Isaacson & Co., LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,313	$3.78M	0.1%	+609+0.9%	Added	Holders
Q1 2026	65,704	$3.20M	0.1%	+45+0.1%	Added	Holders
Q4 2025	65,659	$3.61M	0.1%	−24,989−27.6%	Reduced	Holders
Q3 2025	90,648	$4.68M	0.2%	+1,879+2.1%	Added	Holders
Q2 2025	88,769	$4.20M	0.2%	−239−0.3%	Reduced	Holders
Q1 2025	89,008	$3.71M	0.2%	+5,345+6.4%	Added	Holders
Q4 2024	83,663	$3.68M	0.2%	−11,013−11.6%	Reduced	Holders
Q3 2024	94,676	$3.76M	0.2%	−15,772−14.3%	Reduced	Holders
Q2 2024	110,448	$4.39M	0.2%	+1,919+1.8%	Added	Holders
Q1 2024	108,529	$4.12M	0.2%	+294+0.3%	Added	Holders
Q4 2023	108,235	$3.64M	0.2%	+1,359+1.3%	Added	Holders
Q3 2023	106,876	$2.93M	0.2%	+1,079+1.0%	Added	Holders
Q2 2023	105,797	$3.04M	0.2%	+356+0.3%	Added	Holders
Q1 2023	105,441	$3.02M	0.2%	+708+0.7%	Added	Holders
Q4 2022	104,733	$3.47M	0.3%	−4,505−4.1%	Reduced	Holders
Q3 2022	109,238	$3.30M	0.3%	−1,751−1.6%	Reduced	Holders
Q2 2022	110,989	$3.46M	0.3%	+239+0.2%	Added	Holders
Q1 2022	110,750	$4.30M	0.3%	+133+0.1%	Added	Holders
Q4 2021	110,617	$4.92M	0.3%	−3,598−3.2%	Reduced	Holders
Q3 2021	114,215	$4.85M	0.4%	−1,953−1.7%	Reduced	Holders
Q2 2021	116,168	$4.79M	0.4%	−373−0.3%	Reduced	Holders
Q1 2021	116,541	$4.51M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.