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SAX WEALTH ADVISORS, LLC: ADI position timeline

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

SAX WEALTH ADVISORS, LLC held 12,961 ADI 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 12,961 shares
    Change vs previous 13F +116 shares

    0.15% of the 13F portfolio, value $5,141,600.

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

  2. period ended2026-06-30
    13F 12,845 shares
    Change vs previous 13F +260 shares

    0.17% of the 13F portfolio, value $4,086,634.

    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 12,585 shares
    Change vs previous 13F -57 shares

    0.17% of the 13F portfolio, value $3,412,949.

    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 12,642 shares
    Change vs previous 13F -109 shares

    0.16% of the 13F portfolio, value $3,428,407.

    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 12,751 shares
    Change vs previous 13F +264 shares

    0.17% of the 13F portfolio, value $3,132,822.

    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 12,487 shares
    Change vs previous 13F +5,811 shares

    0.18% of the 13F portfolio, value $2,972,230.

    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 6,676 shares
    Change vs previous 13F +108 shares

    0.1% of the 13F portfolio, value $1,346,268.

    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 6,568 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,395,437.

    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).