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SAX WEALTH ADVISORS, LLC: EFV position timeline

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

SAX WEALTH ADVISORS, LLC held 177,992 EFV 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 177,992 shares
    Change vs previous 13F -1,229 shares

    0.4% of the 13F portfolio, value $14,086,279.

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

  2. period ended2026-06-30
    13F 179,221 shares
    Change vs previous 13F -1,686 shares

    0.54% of the 13F portfolio, value $13,325,118.

    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 180,907 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $12,918,563.

    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 180,907 shares
    Change vs previous 13F +125,664 shares

    0.61% of the 13F portfolio, value $12,918,563.

    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 55,243 shares
    Change vs previous 13F -812 shares

    0.2% of the 13F portfolio, value $3,747,116.

    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 56,055 shares
    Change vs previous 13F +11,102 shares

    0.21% of the 13F portfolio, value $3,558,375.

    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 44,953 shares
    Change vs previous 13F -4,073 shares

    0.19% of the 13F portfolio, value $2,649,551.

    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 49,026 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,572,420.

    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).