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SAX WEALTH ADVISORS, LLC: DFAE position timeline

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

SAX WEALTH ADVISORS, LLC held 304,424 DFAE 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 304,424 shares
    Change vs previous 13F +2,032 shares

    0.34% of the 13F portfolio, value $11,966,905.

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

  2. period ended2026-06-30
    13F 302,392 shares
    Change vs previous 13F +67,642 shares

    0.42% of the 13F portfolio, value $10,239,003.

    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 234,750 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $7,645,814.

    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 234,750 shares
    Change vs previous 13F +29,158 shares

    0.36% of the 13F portfolio, value $7,645,814.

    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 205,592 shares
    Change vs previous 13F +24,360 shares

    0.35% of the 13F portfolio, value $6,482,306.

    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 181,232 shares
    Change vs previous 13F +23,170 shares

    0.32% of the 13F portfolio, value $5,246,655.

    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 158,062 shares
    Change vs previous 13F +21,762 shares

    0.29% of the 13F portfolio, value $4,092,234.

    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 136,300 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,457,934.

    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).