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SAX WEALTH ADVISORS, LLC: DFAX position timeline

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

SAX WEALTH ADVISORS, LLC held 248,244 DFAX 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 248,244 shares
    Change vs previous 13F -42,219 shares

    0.26% of the 13F portfolio, value $9,190,006.

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

  2. period ended2026-06-30
    13F 290,463 shares
    Change vs previous 13F +37,699 shares

    0.4% of the 13F portfolio, value $9,867,025.

    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 252,764 shares
    Change vs previous 13F -2,430 shares

    0.4% of the 13F portfolio, value $8,272,962.

    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 255,194 shares
    Change vs previous 13F -2,826 shares

    0.39% of the 13F portfolio, value $8,352,491.

    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 258,020 shares
    Change vs previous 13F -8,288 shares

    0.44% of the 13F portfolio, value $8,096,683.

    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 266,308 shares
    Change vs previous 13F -4,961 shares

    0.47% of the 13F portfolio, value $7,821,458.

    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 271,269 shares
    Change vs previous 13F -2,966 shares

    0.51% of the 13F portfolio, value $7,107,246.

    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 274,235 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,817,477.

    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).