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SAX WEALTH ADVISORS, LLC: CL position timeline

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

SAX WEALTH ADVISORS, LLC held 21,290 CL 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 21,290 shares
    Change vs previous 13F -215 shares

    0.05% of the 13F portfolio, value $1,816,438.

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

  2. period ended2026-06-30
    13F 21,505 shares
    Change vs previous 13F +1,466 shares

    0.07% of the 13F portfolio, value $1,832,838.

    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 20,039 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,583,475.

    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 20,039 shares
    Change vs previous 13F +1,313 shares

    0.07% of the 13F portfolio, value $1,583,475.

    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 18,726 shares
    Change vs previous 13F -615 shares

    0.08% of the 13F portfolio, value $1,496,961.

    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 19,341 shares
    Change vs previous 13F -4,219 shares

    0.11% of the 13F portfolio, value $1,758,068.

    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 23,560 shares
    Change vs previous 13F +796 shares

    0.16% of the 13F portfolio, value $2,207,557.

    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 22,764 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,069,486.

    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).