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SAX WEALTH ADVISORS, LLC: DFSD position timeline

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

SAX WEALTH ADVISORS, LLC held 244,768 DFSD 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 244,768 shares
    Change vs previous 13F -29,557 shares

    0.48% of the 13F portfolio, value $11,719,468.

    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 274,325 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $13,153,885.

    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 274,325 shares
    Change vs previous 13F -76,807 shares

    0.62% of the 13F portfolio, value $13,153,885.

    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 351,132 shares
    Change vs previous 13F -128,846 shares

    0.91% of the 13F portfolio, value $16,921,058.

    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 479,978 shares
    Change vs previous 13F +86,456 shares

    1.39% of the 13F portfolio, value $23,043,728.

    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 393,522 shares
    Change vs previous 13F -35,372 shares

    1.34% of the 13F portfolio, value $18,700,156.

    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 428,894 shares
    Change vs previous 13F -118,780 shares

    1.57% of the 13F portfolio, value $20,106,561.

    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 547,674 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $26,145,960.

    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).