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SAX WEALTH ADVISORS, LLC: DFUS position timeline

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

SAX WEALTH ADVISORS, LLC held 4,250,622 DFUS 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 4,250,622 shares
    Change vs previous 13F +383,927 shares

    12.26% of the 13F portfolio, value $301,411,635.

    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 3,866,695 shares
    Change vs previous 13F -7,712 shares

    13.89% of the 13F portfolio, value $286,792,802.

    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 3,874,407 shares
    Change vs previous 13F +307,634 shares

    13.52% of the 13F portfolio, value $287,364,801.

    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 3,566,773 shares
    Change vs previous 13F +141,681 shares

    13.89% of the 13F portfolio, value $258,377,025.

    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 3,425,092 shares
    Change vs previous 13F +26,044 shares

    13.86% of the 13F portfolio, value $229,549,636.

    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 3,399,048 shares
    Change vs previous 13F +129,235 shares

    14.71% of the 13F portfolio, value $205,574,408.

    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 3,269,813 shares
    Change vs previous 13F +54,532 shares

    16.31% of the 13F portfolio, value $208,450,609.

    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 3,215,281 shares
    Change vs previous 13F not available

    17.83% of the 13F portfolio, value $199,990,469.

    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).