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SAX WEALTH ADVISORS, LLC: DFLV position timeline

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

SAX WEALTH ADVISORS, LLC held 346,705 DFLV 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 346,705 shares
    Change vs previous 13F +35,607 shares

    0.4% of the 13F portfolio, value $13,927,146.

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

  2. period ended2026-06-30
    13F 311,098 shares
    Change vs previous 13F +22,954 shares

    0.45% of the 13F portfolio, value $11,109,317.

    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 288,144 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $9,857,412.

    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 288,144 shares
    Change vs previous 13F +25,048 shares

    0.46% of the 13F portfolio, value $9,857,412.

    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 263,096 shares
    Change vs previous 13F +6,107 shares

    0.47% of the 13F portfolio, value $8,655,843.

    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 256,989 shares
    Change vs previous 13F +35,697 shares

    0.48% of the 13F portfolio, value $7,971,789.

    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 221,292 shares
    Change vs previous 13F +14,096 shares

    0.48% of the 13F portfolio, value $6,764,888.

    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 207,196 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,222,097.

    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).