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SAX WEALTH ADVISORS, LLC: AVUV position timeline

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

SAX WEALTH ADVISORS, LLC held 37,469 AVUV 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 37,469 shares
    Change vs previous 13F -6,197 shares

    0.13% of the 13F portfolio, value $4,412,765.

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

  2. period ended2026-06-30
    13F 43,666 shares
    Change vs previous 13F -9,071 shares

    0.2% of the 13F portfolio, value $4,823,832.

    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 52,737 shares
    Change vs previous 13F -406 shares

    0.26% of the 13F portfolio, value $5,378,077.

    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 53,143 shares
    Change vs previous 13F -28,489 shares

    0.25% of the 13F portfolio, value $5,419,480.

    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 81,632 shares
    Change vs previous 13F -22,989 shares

    0.44% of the 13F portfolio, value $8,124,834.

    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 104,621 shares
    Change vs previous 13F +3,091 shares

    0.58% of the 13F portfolio, value $9,530,949.

    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 101,530 shares
    Change vs previous 13F +14,504 shares

    0.63% of the 13F portfolio, value $8,850,352.

    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 87,026 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,400,660.

    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).