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SAX WEALTH ADVISORS, LLC: CRWD position timeline

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

SAX WEALTH ADVISORS, LLC held 14,614 CRWD 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 14,614 shares
    Change vs previous 13F +11,810 shares

    0.11% of the 13F portfolio, value $3,869,057.

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

  2. period ended2026-06-30
    13F 2,804 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $1,094,831.

    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 2,840 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $1,331,278.

    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 2,865 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $1,342,997.

    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 2,854 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $1,399,545.

    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 2,844 shares
    Change vs previous 13F +2,094 shares

    0.09% of the 13F portfolio, value $1,448,391.

    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 750 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $264,435.

    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).