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SAX WEALTH ADVISORS, LLC: CLOI position timeline

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

SAX WEALTH ADVISORS, LLC held 562,168 CLOI 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 562,168 shares
    Change vs previous 13F +161,469 shares

    0.85% of the 13F portfolio, value $29,778,037.

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

  2. period ended2026-06-30
    13F 400,699 shares
    Change vs previous 13F +40,627 shares

    0.86% of the 13F portfolio, value $21,116,862.

    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 360,072 shares
    Change vs previous 13F -2,367 shares

    0.92% of the 13F portfolio, value $19,015,413.

    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 362,439 shares
    Change vs previous 13F +96,310 shares

    0.9% of the 13F portfolio, value $19,140,408.

    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 266,129 shares
    Change vs previous 13F +150,449 shares

    0.76% of the 13F portfolio, value $14,131,445.

    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 115,680 shares
    Change vs previous 13F +108,846 shares

    0.37% of the 13F portfolio, value $6,125,245.

    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 6,834 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $361,109.

    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).