Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: IBIT position timeline

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

SAX WEALTH ADVISORS, LLC held 16,133 IBIT 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 16,133 shares
    Change vs previous 13F -3,196 shares

    0.03% of the 13F portfolio, value $619,817.

    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 19,329 shares
    Change vs previous 13F -1,054 shares

    0.05% of the 13F portfolio, value $959,668.

    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 20,383 shares
    Change vs previous 13F +8,809 shares

    0.05% of the 13F portfolio, value $1,011,999.

    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 11,574 shares
    Change vs previous 13F +180 shares

    0.04% of the 13F portfolio, value $752,288.

    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 11,394 shares
    Change vs previous 13F +672 shares

    0.04% of the 13F portfolio, value $697,446.

    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 10,722 shares
    Change vs previous 13F +4,964 shares

    0.04% of the 13F portfolio, value $501,915.

    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 5,758 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $305,444.

    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).