Joel Isaacson & Co., LLC

Position in V — Visa Inc.

CIK 1599330 NEW YORK, NY

Position in V

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,705,028

+$472,572 QoQ

Shares Held

10,799

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,884

of 4,498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $10,940,629 across 5 Credit Services names. V ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	13,924	$4,709,793
2	V	Visa Inc. This page	10,799	$3,705,028
3	MA	Mastercard Inc	3,167	$1,626,571
4	COF	Capital One Financial Corp	3,311	$664,252
5	PYPL	PayPal Holdings, Inc.	5,442	$234,985

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,705,028	10,799	+1.0%	Shares	Sole	2026-08-04
2026-03-31	$3,232,456	10,695	+0.2%	Shares	Sole	2026-04-23
2025-12-31	$3,743,829	10,675	+11.0%	Shares	Sole	2026-01-30
2025-09-30	$3,283,734	9,619	+9.0%	Shares	Sole	2025-10-30
2025-06-30	$3,132,961	8,824	+4.1%	Shares	Sole	2025-07-23
2025-03-31	$2,969,798	8,474	+11.2%	Shares	Sole	2025-04-25
2024-12-31	$2,408,224	7,620	+0.8%	Shares	Sole	2025-01-28
2024-09-30	$2,079,171	7,562	-2.4%	Shares	Sole	2024-10-23
2024-06-30	$2,033,092	7,746	+5.4%	Shares	Sole	2024-07-24
2024-03-31	$2,051,238	7,350	+5.6%	Shares	Sole	2024-04-30
2023-12-31	$1,812,036	6,960	+3.4%	Shares	Sole	2024-02-12
2023-09-30	$1,547,507	6,728	-2.8%	Shares	Sole	2023-10-24
2023-06-30	$1,644,074	6,923	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,560,859	6,923	-5.1%	Shares	Sole	2023-04-25
2022-12-31	$1,516,232	7,298	-1.7%	Shares	Sole	2023-01-27
2022-09-30	$1,318,340	7,421	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$1,460,333	7,417	+1.3%	Shares	Sole	2022-07-15
2022-03-31	$1,623,356	7,320	+2.3%	Shares	Sole	2022-04-21
2021-12-31	$1,550,560	7,155	+0.4%	Shares	Sole	2022-01-19
2021-09-30	$1,587,984	7,129	+3.1%	Shares	Sole	2021-10-21
2021-06-30	$1,616,397	6,913	+3.0%	Shares	Sole	2021-07-20
2021-03-31	$1,421,131	6,712	-9.4%	Shares	Sole	2021-04-23
2020-12-31	$1,620,789	7,410	+0.5%	Shares	Sole	2021-01-22
2020-09-30	$1,474,978	7,376	0.0%	Shares	Sole	2020-10-14
2020-06-30	$1,424,821	7,376	+9.0%	Shares	Sole	2020-07-21
2020-03-31	$1,089,976	6,765	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.