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SAX WEALTH ADVISORS, LLC: ESGD position timeline

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

SAX WEALTH ADVISORS, LLC held 9,415 ESGD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,415 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $900,262.

    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).

  2. period ended2026-03-31
    13F 9,589 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $911,818.

    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).

  3. period ended2025-12-31
    13F 9,589 shares
    Change vs previous 13F -2,889 shares

    0.04% of the 13F portfolio, value $911,818.

    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).

  4. period ended2025-09-30
    13F 12,478 shares
    Change vs previous 13F +387 shares

    0.06% of the 13F portfolio, value $1,160,204.

    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).

  5. period ended2025-06-30
    13F 12,091 shares
    Change vs previous 13F -1,050 shares

    0.07% of the 13F portfolio, value $1,078,759.

    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).

  6. period ended2025-03-31
    13F 13,141 shares
    Change vs previous 13F -1,590 shares

    0.08% of the 13F portfolio, value $1,073,488.

    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).

  7. period ended2024-12-31
    13F 14,731 shares
    Change vs previous 13F -4,272 shares

    0.09% of the 13F portfolio, value $1,121,618.

    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).

  8. period ended2024-09-30
    13F 19,003 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,599,483.

    13F-HR 0001725547-24-005923 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).