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SAX WEALTH ADVISORS, LLC: IBDS position timeline

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

SAX WEALTH ADVISORS, LLC held 260,060 IBDS 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 260,060 shares
    Change vs previous 13F +2,055 shares

    0.26% of the 13F portfolio, value $6,303,861.

    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 258,005 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $6,264,360.

    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 258,005 shares
    Change vs previous 13F +9,380 shares

    0.29% of the 13F portfolio, value $6,264,360.

    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 248,625 shares
    Change vs previous 13F +24,765 shares

    0.33% of the 13F portfolio, value $6,051,528.

    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 223,860 shares
    Change vs previous 13F -8,676 shares

    0.33% of the 13F portfolio, value $5,433,083.

    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 232,536 shares
    Change vs previous 13F +29,687 shares

    0.4% of the 13F portfolio, value $5,622,732.

    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 202,849 shares
    Change vs previous 13F +48,686 shares

    0.38% of the 13F portfolio, value $4,860,269.

    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 154,163 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,756,949.

    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).