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SAX WEALTH ADVISORS, LLC: DIHP position timeline

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

SAX WEALTH ADVISORS, LLC held 335,627 DIHP 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 335,627 shares
    Change vs previous 13F -11,180 shares

    0.44% of the 13F portfolio, value $10,813,888.

    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).

  2. period ended2026-03-31
    13F 346,807 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $10,981,656.

    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 346,807 shares
    Change vs previous 13F +1,767 shares

    0.52% of the 13F portfolio, value $10,981,657.

    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 345,040 shares
    Change vs previous 13F -33,547 shares

    0.56% of the 13F portfolio, value $10,487,505.

    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 378,587 shares
    Change vs previous 13F -55,574 shares

    0.67% of the 13F portfolio, value $11,164,530.

    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 434,161 shares
    Change vs previous 13F -53,521 shares

    0.84% of the 13F portfolio, value $11,696,308.

    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 487,682 shares
    Change vs previous 13F -263,156 shares

    0.96% of the 13F portfolio, value $12,304,219.

    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 750,838 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $20,798,217.

    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).