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Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of USB by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,579−100.0%Sold outHolders
Q3 20255,579$269.6K<0.1%+7+0.1%AddedHolders
Q2 20255,572$252.1K<0.1%−1,126−16.8%ReducedHolders
Q1 20256,698$282.8K<0.1%+1,074+19.1%AddedHolders
Q4 20245,624$269.0K<0.1%+135+2.5%AddedHolders
Q3 20245,489$251.0K<0.1%+7+0.1%AddedHolders
Q2 20245,482$217.6K<0.1%+123+2.3%AddedHolders
Q1 20245,359$239.5K<0.1%+8+0.1%AddedHolders
Q4 20235,351$231.6K<0.1%+5,351NewHolders
Q1 20230$00.0%−4,621−100.0%Sold outHolders
Q4 20224,621$201.5K<0.1%+4,621NewHolders
Q3 20220$00.0%−4,668−100.0%Sold outHolders
Q2 20224,668$215.0K<0.1%+64+1.4%AddedHolders
Q1 20224,604$243.0K<0.1%+5+0.1%AddedHolders
Q4 20214,599$258.0K<0.1%+4+0.1%AddedHolders
Q3 20214,595$273.0K<0.1%+4+0.1%AddedHolders
Q2 20214,591$262.0K<0.1%−186−3.9%ReducedHolders
Q1 20214,777$264.0K<0.1%––Holders

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