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SAX WEALTH ADVISORS, LLC: AVDE position timeline

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

SAX WEALTH ADVISORS, LLC held 74,972 AVDE 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 74,972 shares
    Change vs previous 13F -752 shares

    0.19% of the 13F portfolio, value $6,755,753.

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

  2. period ended2026-06-30
    13F 75,724 shares
    Change vs previous 13F -1,903 shares

    0.26% of the 13F portfolio, value $6,424,442.

    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 77,627 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $6,390,215.

    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 77,627 shares
    Change vs previous 13F -1,270 shares

    0.3% of the 13F portfolio, value $6,390,215.

    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 78,897 shares
    Change vs previous 13F -5,325 shares

    0.33% of the 13F portfolio, value $6,224,974.

    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 84,222 shares
    Change vs previous 13F -3,883 shares

    0.38% of the 13F portfolio, value $6,233,271.

    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 88,105 shares
    Change vs previous 13F -4,691 shares

    0.42% of the 13F portfolio, value $5,838,730.

    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 92,796 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,694,920.

    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).