LC — LENDINGCLUB CORP ** PENDING ENLISTMENT **-- BEST EFFO

Ownership history in Joel Isaacson & Co., LLC  ·  44 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported LENDINGCLUB CORP ** PENDING ENLISTMENT **-- BEST EFFO (LC) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2024 Q4. The latest visible filing shows LC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Isaacson & Co., LLC's position in LENDINGCLUB CORP ** PENDING ENLISTMENT **-- BEST EFFO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LC stock page Joel Isaacson & Co., LLC fund profile Joel Isaacson & Co., LLC full holdings
How Joel Isaacson & Co., LLC held LC — position size vs. price
% of Fund (quarterly)    LC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 160,301 -5,000 -3.0% 0.08% $2.3M 2026-04-23 $17.32
2025 Q4 REDUCED 165,301 -30,500 -15.6% 0.10% $3.1M 2026-01-30 $16.91
2025 Q3 REDUCED 195,801 -16,000 -7.6% 0.11% $3.0M 2025-10-30 $16.84
2025 Q2 REDUCED 211,801 -1,000 -0.5% 0.10% $2.5M 2025-07-23 $13.41
2025 Q1 REDUCED 212,801 -6,000 -2.7% 0.10% $2.2M 2025-04-25 $10.96
2024 Q4 REDUCED 218,801 -36,000 -14.1% 0.16% $3.5M 2025-01-28 $16.83
2024 Q3 REDUCED 254,801 -5,000 -1.9% 0.14% $2.9M 2024-10-23 $12.46
2024 Q2 UNCHANGED 259,801 — 0% 0.12% $2.2M 2024-07-24 $10.44
2024 Q1 UNCHANGED 259,801 — 0% 0.13% $2.3M 2024-04-30 $7.52
2023 Q4 REDUCED 259,801 -3,571 -1.4% 0.14% $2.3M 2024-01-25 $8.82
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LC

As of 2026 Q1 — sorted by position size

Maltin Wealth Management, Inc. 3Y 0.05% Cache Advisors, LLC 0.03% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.03% SG Americas Securities, LLC 3Y 7Y 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Composition Wealth, LLC 3Y 7Y 0.0% Marex Group plc 0.0% Fortitude Family Office, LLC 0.0% BANQUE PICTET & CIE SA 3Y 7Y 0.0%

FAQ About Joel Isaacson & Co., LLC and LC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joel Isaacson & Co., LLC reported owning LC?

Joel Isaacson & Co., LLC reported LC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LC position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for LC was 0.16% in 2024 Q4.

What is the latest reported LC position on this page?

The most recent filing on this page is 2026 Q1, when Joel Isaacson & Co., LLC reported 160,301 shares, equal to 0.08% of portfolio, with an estimated market value of $2.3M.

What does the chart on this LC ownership page compare?

The chart compares Joel Isaacson & Co., LLC's quarterly LC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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