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SAX WEALTH ADVISORS, LLC: IEMG position timeline

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

SAX WEALTH ADVISORS, LLC held 46,838 IEMG 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 46,838 shares
    Change vs previous 13F +15,311 shares

    0.11% of the 13F portfolio, value $3,801,373.

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

  2. period ended2026-06-30
    13F 31,527 shares
    Change vs previous 13F +25,306 shares

    0.09% of the 13F portfolio, value $2,198,999.

    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 6,221 shares
    Change vs previous 13F -58 shares

    0.02% of the 13F portfolio, value $418,156.

    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 6,279 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $422,054.

    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 6,395 shares
    Change vs previous 13F -281 shares

    0.02% of the 13F portfolio, value $421,549.

    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 6,676 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $400,767.

    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).