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SAX WEALTH ADVISORS, LLC: DFNM position timeline

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

SAX WEALTH ADVISORS, LLC held 34,364 DFNM 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 34,364 shares
    Change vs previous 13F -10,720 shares

    0.05% of the 13F portfolio, value $1,581,765.

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

  2. period ended2026-06-30
    13F 45,084 shares
    Change vs previous 13F +3,885 shares

    0.09% of the 13F portfolio, value $2,160,888.

    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 41,199 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,984,577.

    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 41,199 shares
    Change vs previous 13F +4,530 shares

    0.09% of the 13F portfolio, value $1,984,577.

    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 36,669 shares
    Change vs previous 13F -4,794 shares

    0.09% of the 13F portfolio, value $1,759,380.

    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 41,463 shares
    Change vs previous 13F -36,095 shares

    0.12% of the 13F portfolio, value $1,966,598.

    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 77,558 shares
    Change vs previous 13F -24,307 shares

    0.26% of the 13F portfolio, value $3,689,429.

    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 101,865 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,866,075.

    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).