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SAX WEALTH ADVISORS, LLC: IJH position timeline

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

SAX WEALTH ADVISORS, LLC held 781,473 IJH 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 781,473 shares
    Change vs previous 13F -737 shares

    1.6% of the 13F portfolio, value $56,226,985.

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

  2. period ended2026-06-30
    13F 782,210 shares
    Change vs previous 13F +174,710 shares

    2.15% of the 13F portfolio, value $52,822,636.

    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 607,500 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $40,094,997.

    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 607,500 shares
    Change vs previous 13F +66 shares

    1.89% of the 13F portfolio, value $40,094,997.

    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 607,434 shares
    Change vs previous 13F -19,756 shares

    2.13% of the 13F portfolio, value $39,641,118.

    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 627,190 shares
    Change vs previous 13F +881 shares

    2.35% of the 13F portfolio, value $38,898,330.

    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 626,309 shares
    Change vs previous 13F +5,267 shares

    2.62% of the 13F portfolio, value $36,545,142.

    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 621,042 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $38,697,103.

    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).