Joel Isaacson & Co., LLC

SEC CIK: 0001599330
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

D holding history

Dominion Energy, 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.

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

Shares (Q2 2026): 10,901
Value: $744.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of D by Joel Isaacson & Co., LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,901	$744.4K	<0.1%	+256+2.4%	Added	Holders
Q1 2026	10,645	$658.1K	<0.1%	+143+1.4%	Added	Holders
Q4 2025	10,502	$615.3K	<0.1%	+67+0.6%	Added	Holders
Q3 2025	10,435	$638.3K	<0.1%	+62+0.6%	Added	Holders
Q2 2025	10,373	$586.3K	<0.1%	+68+0.7%	Added	Holders
Q1 2025	10,305	$577.8K	<0.1%	−1,124−9.8%	Reduced	Holders
Q4 2024	11,429	$615.6K	<0.1%	+67+0.6%	Added	Holders
Q3 2024	11,362	$656.6K	<0.1%	−2,538−18.3%	Reduced	Holders
Q2 2024	13,900	$681.1K	<0.1%	+70+0.5%	Added	Holders
Q1 2024	13,830	$680.3K	<0.1%	−528−3.7%	Reduced	Holders
Q4 2023	14,358	$674.8K	<0.1%	+72+0.5%	Added	Holders
Q3 2023	14,286	$638.2K	<0.1%	−2,531−15.1%	Reduced	Holders
Q2 2023	16,817	$870.9K	0.1%	+1,257+8.1%	Added	Holders
Q1 2023	15,560	$870.0K	0.1%	+64+0.4%	Added	Holders
Q4 2022	15,496	$950.2K	0.1%	+39+0.3%	Added	Holders
Q3 2022	15,457	$1.07M	0.1%	+60+0.4%	Added	Holders
Q2 2022	15,397	$1.23M	0.1%	+644+4.4%	Added	Holders
Q1 2022	14,753	$1.28M	0.1%	−459−3.0%	Reduced	Holders
Q4 2021	15,212	$1.20M	0.1%	+40+0.3%	Added	Holders
Q3 2021	15,172	$1.11M	0.1%	+42+0.3%	Added	Holders
Q2 2021	15,130	$1.11M	0.1%	+40+0.3%	Added	Holders
Q1 2021	15,090	$1.15M	0.1%	–	–	Holders

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