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SAX WEALTH ADVISORS, LLC: IEFA position timeline

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

SAX WEALTH ADVISORS, LLC held 88,939 IEFA 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 88,939 shares
    Change vs previous 13F +43,032 shares

    0.25% of the 13F portfolio, value $8,616,398.

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

  2. period ended2026-06-30
    13F 45,907 shares
    Change vs previous 13F +19,120 shares

    0.17% of the 13F portfolio, value $4,155,972.

    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 26,787 shares
    Change vs previous 13F -120 shares

    0.12% of the 13F portfolio, value $2,396,376.

    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 26,907 shares
    Change vs previous 13F -4,220 shares

    0.11% of the 13F portfolio, value $2,407,111.

    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 31,127 shares
    Change vs previous 13F +3,415 shares

    0.15% of the 13F portfolio, value $2,717,681.

    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 27,712 shares
    Change vs previous 13F +1,965 shares

    0.14% of the 13F portfolio, value $2,313,381.

    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 25,747 shares
    Change vs previous 13F +389 shares

    0.14% of the 13F portfolio, value $1,947,779.

    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 25,358 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,782,137.

    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).