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SAX WEALTH ADVISORS, LLC: DFEV position timeline

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

SAX WEALTH ADVISORS, LLC held 176,662 DFEV 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 176,662 shares
    Change vs previous 13F +54,590 shares

    0.26% of the 13F portfolio, value $6,320,970.

    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 122,072 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,118,714.

    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 122,072 shares
    Change vs previous 13F +22,833 shares

    0.19% of the 13F portfolio, value $4,118,714.

    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 99,239 shares
    Change vs previous 13F +29,907 shares

    0.17% of the 13F portfolio, value $3,164,729.

    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 69,332 shares
    Change vs previous 13F +15,529 shares

    0.13% of the 13F portfolio, value $2,079,279.

    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 53,803 shares
    Change vs previous 13F +9,208 shares

    0.1% of the 13F portfolio, value $1,455,373.

    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 44,595 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,168,835.

    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).