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SAX WEALTH ADVISORS, LLC: EEMS position timeline

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

SAX WEALTH ADVISORS, LLC held 11,515 EEMS 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 11,515 shares
    Change vs previous 13F -2,494 shares

    0.02% of the 13F portfolio, value $866,618.

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

  2. period ended2026-06-30
    13F 14,009 shares
    Change vs previous 13F -3,769 shares

    0.04% of the 13F portfolio, value $969,155.

    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 17,778 shares
    Change vs previous 13F -493 shares

    0.06% of the 13F portfolio, value $1,199,680.

    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 18,271 shares
    Change vs previous 13F -30,421 shares

    0.06% of the 13F portfolio, value $1,232,947.

    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 48,692 shares
    Change vs previous 13F +11,498 shares

    0.18% of the 13F portfolio, value $3,306,676.

    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 37,194 shares
    Change vs previous 13F +11,126 shares

    0.15% of the 13F portfolio, value $2,412,044.

    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 26,068 shares
    Change vs previous 13F -714 shares

    0.1% of the 13F portfolio, value $1,449,653.

    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 26,782 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,557,108.

    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).