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SAX WEALTH ADVISORS, LLC: IJR position timeline

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

SAX WEALTH ADVISORS, LLC held 86,596 IJR 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 86,596 shares
    Change vs previous 13F -7,368 shares

    0.34% of the 13F portfolio, value $11,780,525.

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

  2. period ended2026-06-30
    13F 93,964 shares
    Change vs previous 13F +17,383 shares

    0.48% of the 13F portfolio, value $11,680,666.

    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 76,581 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $9,203,447.

    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 76,581 shares
    Change vs previous 13F -5,602 shares

    0.43% of the 13F portfolio, value $9,203,447.

    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 82,183 shares
    Change vs previous 13F -8,080 shares

    0.52% of the 13F portfolio, value $9,765,841.

    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 90,263 shares
    Change vs previous 13F -5,869 shares

    0.6% of the 13F portfolio, value $9,864,820.

    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 96,132 shares
    Change vs previous 13F -5,073 shares

    0.72% of the 13F portfolio, value $10,052,489.

    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 101,205 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $11,660,833.

    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).