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SAX WEALTH ADVISORS, LLC: DFGP position timeline

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

SAX WEALTH ADVISORS, LLC held 70,505 DFGP 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 70,505 shares
    Change vs previous 13F +15,497 shares

    0.15% of the 13F portfolio, value $3,806,565.

    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 55,008 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,974,283.

    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 55,008 shares
    Change vs previous 13F +14,352 shares

    0.14% of the 13F portfolio, value $2,974,283.

    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 40,656 shares
    Change vs previous 13F +189 shares

    0.12% of the 13F portfolio, value $2,259,254.

    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 40,467 shares
    Change vs previous 13F +785 shares

    0.13% of the 13F portfolio, value $2,205,047.

    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 39,682 shares
    Change vs previous 13F +16,530 shares

    0.15% of the 13F portfolio, value $2,120,209.

    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 23,152 shares
    Change vs previous 13F +15,317 shares

    0.1% of the 13F portfolio, value $1,223,120.

    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 7,835 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $431,709.

    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).