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SAX WEALTH ADVISORS, LLC: DFUV position timeline

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

SAX WEALTH ADVISORS, LLC held 814,035 DFUV 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 814,035 shares
    Change vs previous 13F +2,029 shares

    1.6% of the 13F portfolio, value $39,448,140.

    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 812,006 shares
    Change vs previous 13F -1,376 shares

    1.83% of the 13F portfolio, value $37,831,341.

    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 813,382 shares
    Change vs previous 13F -18,674 shares

    1.78% of the 13F portfolio, value $37,895,454.

    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 832,056 shares
    Change vs previous 13F +4,752 shares

    2% of the 13F portfolio, value $37,184,575.

    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 827,304 shares
    Change vs previous 13F -25,288 shares

    2.11% of the 13F portfolio, value $34,978,420.

    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 852,592 shares
    Change vs previous 13F -8,655 shares

    2.51% of the 13F portfolio, value $35,135,331.

    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 861,247 shares
    Change vs previous 13F +24,570 shares

    2.76% of the 13F portfolio, value $35,242,215.

    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 836,677 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $34,881,083.

    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).