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SAX WEALTH ADVISORS, LLC: ITOT position timeline

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

SAX WEALTH ADVISORS, LLC held 132,867 ITOT 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 132,867 shares
    Change vs previous 13F -3,210 shares

    0.63% of the 13F portfolio, value $22,093,197.

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

  2. period ended2026-06-30
    13F 136,077 shares
    Change vs previous 13F -577 shares

    0.79% of the 13F portfolio, value $19,381,451.

    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 136,654 shares
    Change vs previous 13F -62 shares

    0.98% of the 13F portfolio, value $20,319,010.

    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 136,716 shares
    Change vs previous 13F +3,000 shares

    0.96% of the 13F portfolio, value $20,328,228.

    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 133,716 shares
    Change vs previous 13F -323 shares

    1.05% of the 13F portfolio, value $19,475,761.

    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).

  6. period ended2025-06-30
    13F 134,039 shares
    Change vs previous 13F -13,242 shares

    1.09% of the 13F portfolio, value $18,100,566.

    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 147,281 shares
    Change vs previous 13F -463 shares

    1.29% of the 13F portfolio, value $17,969,702.

    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 147,744 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $19,002,775.

    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).