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SAX WEALTH ADVISORS, LLC: DISV position timeline

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

SAX WEALTH ADVISORS, LLC held 186,170 DISV 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 186,170 shares
    Change vs previous 13F +38,375 shares

    0.23% of the 13F portfolio, value $8,059,318.

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

  2. period ended2026-06-30
    13F 147,795 shares
    Change vs previous 13F +1,986 shares

    0.24% of the 13F portfolio, value $5,829,031.

    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 145,809 shares
    Change vs previous 13F -792 shares

    0.27% of the 13F portfolio, value $5,540,759.

    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 146,601 shares
    Change vs previous 13F +19,487 shares

    0.26% of the 13F portfolio, value $5,570,855.

    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 127,114 shares
    Change vs previous 13F +2,708 shares

    0.24% of the 13F portfolio, value $4,536,696.

    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 124,406 shares
    Change vs previous 13F +10,939 shares

    0.25% of the 13F portfolio, value $4,094,186.

    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 113,467 shares
    Change vs previous 13F +3,770 shares

    0.24% of the 13F portfolio, value $3,304,162.

    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 109,697 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,914,649.

    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).