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SAX WEALTH ADVISORS, LLC: COST position timeline

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

SAX WEALTH ADVISORS, LLC held 4,377 COST 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 4,377 shares
    Change vs previous 13F +1,294 shares

    0.11% of the 13F portfolio, value $3,984,918.

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

  2. period ended2026-06-30
    13F 3,083 shares
    Change vs previous 13F +1,371 shares

    0.12% of the 13F portfolio, value $3,072,402.

    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 1,712 shares
    Change vs previous 13F -308 shares

    0.07% of the 13F portfolio, value $1,476,384.

    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 2,020 shares
    Change vs previous 13F +397 shares

    0.08% of the 13F portfolio, value $1,742,286.

    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 1,623 shares
    Change vs previous 13F +123 shares

    0.08% of the 13F portfolio, value $1,502,559.

    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 1,500 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $1,485,334.

    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 1,412 shares
    Change vs previous 13F +87 shares

    0.1% of the 13F portfolio, value $1,335,392.

    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 1,325 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,213,944.

    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).