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SAX WEALTH ADVISORS, LLC: IUSB position timeline

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

SAX WEALTH ADVISORS, LLC held 134,724 IUSB 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 134,724 shares
    Change vs previous 13F -11,510 shares

    0.25% of the 13F portfolio, value $6,222,910.

    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 146,234 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $6,805,733.

    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 146,234 shares
    Change vs previous 13F -14,001 shares

    0.32% of the 13F portfolio, value $6,805,733.

    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 160,235 shares
    Change vs previous 13F -9,192 shares

    0.4% of the 13F portfolio, value $7,484,555.

    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 169,427 shares
    Change vs previous 13F +60,659 shares

    0.47% of the 13F portfolio, value $7,832,618.

    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 108,768 shares
    Change vs previous 13F +47,979 shares

    0.36% of the 13F portfolio, value $5,012,019.

    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 60,789 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,747,663.

    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).