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SAX WEALTH ADVISORS, LLC: IBDT position timeline

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

SAX WEALTH ADVISORS, LLC held 206,787 IBDT 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 206,787 shares
    Change vs previous 13F +52,060 shares

    0.15% of the 13F portfolio, value $5,161,399.

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

  2. period ended2026-06-30
    13F 154,727 shares
    Change vs previous 13F +4,669 shares

    0.16% of the 13F portfolio, value $3,919,247.

    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 150,058 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,819,725.

    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 150,058 shares
    Change vs previous 13F +4,695 shares

    0.18% of the 13F portfolio, value $3,819,725.

    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 145,363 shares
    Change vs previous 13F +19,992 shares

    0.2% of the 13F portfolio, value $3,709,658.

    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 125,371 shares
    Change vs previous 13F -3,546 shares

    0.19% of the 13F portfolio, value $3,186,924.

    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 128,917 shares
    Change vs previous 13F +21,051 shares

    0.23% of the 13F portfolio, value $3,256,447.

    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 107,866 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,685,866.

    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).