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SAX WEALTH ADVISORS, LLC: DFAC position timeline

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

SAX WEALTH ADVISORS, LLC held 2,149,185 DFAC 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 2,149,185 shares
    Change vs previous 13F +106,553 shares

    3.4% of the 13F portfolio, value $83,517,311.

    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 2,042,632 shares
    Change vs previous 13F -12,285 shares

    3.92% of the 13F portfolio, value $80,867,796.

    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 2,054,917 shares
    Change vs previous 13F -19,234 shares

    3.83% of the 13F portfolio, value $81,354,174.

    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 2,074,151 shares
    Change vs previous 13F -47,654 shares

    4.3% of the 13F portfolio, value $80,000,018.

    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 2,121,805 shares
    Change vs previous 13F +181,408 shares

    4.59% of the 13F portfolio, value $76,045,478.

    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 1,940,397 shares
    Change vs previous 13F -15,938 shares

    4.58% of the 13F portfolio, value $64,013,706.

    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 1,956,335 shares
    Change vs previous 13F -23,412 shares

    5.3% of the 13F portfolio, value $67,669,629.

    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 1,979,747 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $67,885,521.

    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).