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SAX WEALTH ADVISORS, LLC: IQLT position timeline

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

SAX WEALTH ADVISORS, LLC held 40,553 IQLT 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 40,553 shares
    Change vs previous 13F +789 shares

    0.08% of the 13F portfolio, value $1,874,774.

    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 39,764 shares
    Change vs previous 13F -160 shares

    0.09% of the 13F portfolio, value $1,807,283.

    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 39,924 shares
    Change vs previous 13F -4,289 shares

    0.09% of the 13F portfolio, value $1,814,555.

    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 44,213 shares
    Change vs previous 13F -7,498 shares

    0.11% of the 13F portfolio, value $1,953,761.

    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 51,711 shares
    Change vs previous 13F -5,016 shares

    0.13% of the 13F portfolio, value $2,234,938.

    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 56,727 shares
    Change vs previous 13F -5,267 shares

    0.16% of the 13F portfolio, value $2,251,483.

    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 61,994 shares
    Change vs previous 13F -11,567 shares

    0.18% of the 13F portfolio, value $2,301,207.

    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).

  8. period ended2024-09-30
    13F 73,561 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,052,055.

    13F-HR 0001725547-24-005923 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).