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SAX WEALTH ADVISORS, LLC: DCOR position timeline

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

SAX WEALTH ADVISORS, LLC held 30,561 DCOR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,561 shares
    Change vs previous 13F -3,503 shares

    0.09% of the 13F portfolio, value $2,202,842.

    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).

  2. period ended2026-03-31
    13F 34,064 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,508,139.

    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).

  3. period ended2025-12-31
    13F 34,064 shares
    Change vs previous 13F -2,920 shares

    0.12% of the 13F portfolio, value $2,508,139.

    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).

  4. period ended2025-09-30
    13F 36,984 shares
    Change vs previous 13F +2,539 shares

    0.14% of the 13F portfolio, value $2,660,656.

    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).

  5. period ended2025-06-30
    13F 34,445 shares
    Change vs previous 13F +16,027 shares

    0.14% of the 13F portfolio, value $2,302,675.

    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).

  6. period ended2025-03-31
    13F 18,418 shares
    Change vs previous 13F +6,292 shares

    0.08% of the 13F portfolio, value $1,129,576.

    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).

  7. period ended2024-12-31
    13F 12,126 shares
    Change vs previous 13F +608 shares

    0.06% of the 13F portfolio, value $778,004.

    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).

  8. period ended2024-09-30
    13F 11,518 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $729,550.

    13F-HR 0001725547-24-005923 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).