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SAX WEALTH ADVISORS, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAX WEALTH ADVISORS, LLC on AAPL, newest first. How the timeline and the estimate are built.

SAX WEALTH ADVISORS, LLC held 325,723 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 325,723 shares
    Change vs previous 13F +201,062 shares

    3.1% of the 13F portfolio, value $108,472,417.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 124,661 shares
    Change vs previous 13F +16,504 shares

    1.29% of the 13F portfolio, value $31,637,693.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 108,157 shares
    Change vs previous 13F -6,837 shares

    1.42% of the 13F portfolio, value $29,403,435.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 114,994 shares
    Change vs previous 13F +6,651 shares

    1.47% of the 13F portfolio, value $31,262,204.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 108,343 shares
    Change vs previous 13F +4,864 shares

    1.48% of the 13F portfolio, value $27,587,474.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 103,479 shares
    Change vs previous 13F +14,705 shares

    1.28% of the 13F portfolio, value $21,230,773.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 88,774 shares
    Change vs previous 13F +1,222 shares

    1.41% of the 13F portfolio, value $19,719,311.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 87,552 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $21,924,776.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).