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SAX WEALTH ADVISORS, LLC: DVY position timeline

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

SAX WEALTH ADVISORS, LLC held 19,089 DVY 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 19,089 shares
    Change vs previous 13F +1,708 shares

    0.08% of the 13F portfolio, value $2,902,801.

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

  2. period ended2026-06-30
    13F 17,381 shares
    Change vs previous 13F -157 shares

    0.11% of the 13F portfolio, value $2,631,594.

    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 17,538 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,475,257.

    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 17,538 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $2,475,257.

    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 17,738 shares
    Change vs previous 13F -544 shares

    0.14% of the 13F portfolio, value $2,520,573.

    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 18,282 shares
    Change vs previous 13F -419 shares

    0.15% of the 13F portfolio, value $2,427,979.

    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 18,701 shares
    Change vs previous 13F +2,904 shares

    0.18% of the 13F portfolio, value $2,511,405.

    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 15,797 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,073,964.

    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).