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SAX WEALTH ADVISORS, LLC: ACN position timeline

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

SAX WEALTH ADVISORS, LLC held 2,698 ACN 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 2,698 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $494,732.

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

  2. period ended2026-06-30
    13F 2,751 shares
    Change vs previous 13F -262 shares

    0.02% of the 13F portfolio, value $545,496.

    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 3,013 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $808,388.

    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 3,203 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $859,243.

    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 3,106 shares
    Change vs previous 13F -283 shares

    0.04% of the 13F portfolio, value $765,827.

    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 3,389 shares
    Change vs previous 13F +135 shares

    0.06% of the 13F portfolio, value $1,012,880.

    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 3,254 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,015,378.

    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).