Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: DUK position timeline

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

SAX WEALTH ADVISORS, LLC held 4,441 DUK 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 4,441 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $506,356.

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

  2. period ended2026-06-30
    13F 3,861 shares
    Change vs previous 13F +389 shares

    0.02% of the 13F portfolio, value $505,602.

    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 3,472 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $406,991.

    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 3,472 shares
    Change vs previous 13F +1,544 shares

    0.02% of the 13F portfolio, value $406,991.

    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 1,928 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $238,630.

    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 1,773 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $209,262.

    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 1,744 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $212,720.

    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).