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SAX WEALTH ADVISORS, LLC: DFCF position timeline

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

SAX WEALTH ADVISORS, LLC held 152,212 DFCF 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 152,212 shares
    Change vs previous 13F -42,320 shares

    0.26% of the 13F portfolio, value $6,426,388.

    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 194,532 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $8,279,284.

    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 194,532 shares
    Change vs previous 13F -57,825 shares

    0.39% of the 13F portfolio, value $8,279,284.

    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 252,357 shares
    Change vs previous 13F -115,175 shares

    0.58% of the 13F portfolio, value $10,790,785.

    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 367,532 shares
    Change vs previous 13F -327,678 shares

    0.94% of the 13F portfolio, value $15,531,891.

    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 695,210 shares
    Change vs previous 13F -72,737 shares

    2.09% of the 13F portfolio, value $29,240,514.

    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 767,947 shares
    Change vs previous 13F -26,582 shares

    2.48% of the 13F portfolio, value $31,693,176.

    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 794,529 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $34,315,722.

    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).