Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: EFA position timeline

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

SAX WEALTH ADVISORS, LLC held 89,757 EFA 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 89,757 shares
    Change vs previous 13F +4,058 shares

    0.27% of the 13F portfolio, value $9,324,805.

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

  2. period ended2026-06-30
    13F 85,699 shares
    Change vs previous 13F +11,028 shares

    0.34% of the 13F portfolio, value $8,323,929.

    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 74,671 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $7,170,661.

    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 74,671 shares
    Change vs previous 13F +53,159 shares

    0.34% of the 13F portfolio, value $7,170,661.

    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 21,512 shares
    Change vs previous 13F +474 shares

    0.11% of the 13F portfolio, value $2,008,562.

    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 21,038 shares
    Change vs previous 13F +2,780 shares

    0.11% of the 13F portfolio, value $1,880,615.

    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 18,258 shares
    Change vs previous 13F +3,179 shares

    0.11% of the 13F portfolio, value $1,492,215.

    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 15,079 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,140,112.

    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).