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Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

C holding history

Citigroup Inc 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
7,599
Value
$1.06M
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of C by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,599$1.06M<0.1%−99−1.3%ReducedHolders
Q1 20267,698$873.0K<0.1%+389+5.3%AddedHolders
Q4 20257,309$852.9K<0.1%−235−3.1%ReducedHolders
Q3 20257,544$765.8K<0.1%+1,597+26.9%AddedHolders
Q2 20255,947$506.2K<0.1%+426+7.7%AddedHolders
Q1 20255,521$391.9K<0.1%+1,912+53.0%AddedHolders
Q4 20243,609$254.0K<0.1%+375+11.6%AddedHolders
Q3 20243,234$202.4K<0.1%−479−12.9%ReducedHolders
Q2 20243,713$235.6K<0.1%+131+3.7%AddedHolders
Q1 20243,582$226.5K<0.1%+3,582NewHolders
Q4 20210$00.0%−4,232−100.0%Sold outHolders
Q3 20214,232$297.0K<0.1%+285+7.2%AddedHolders
Q2 20213,947$279.0K<0.1%+906+29.8%AddedHolders
Q1 20213,041$221.0K<0.1%––Holders

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