Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: IVW position timeline

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

SAX WEALTH ADVISORS, LLC held 26,871 IVW 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 26,871 shares
    Change vs previous 13F +11,066 shares

    0.11% of the 13F portfolio, value $3,822,647.

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

  2. period ended2026-06-30
    13F 15,805 shares
    Change vs previous 13F +4,046 shares

    0.07% of the 13F portfolio, value $1,787,728.

    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 11,759 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,449,475.

    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 11,759 shares
    Change vs previous 13F -5,300 shares

    0.07% of the 13F portfolio, value $1,449,475.

    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 17,059 shares
    Change vs previous 13F -944 shares

    0.11% of the 13F portfolio, value $2,059,319.

    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 18,003 shares
    Change vs previous 13F +10,572 shares

    0.12% of the 13F portfolio, value $1,982,102.

    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 7,431 shares
    Change vs previous 13F +1,640 shares

    0.05% of the 13F portfolio, value $689,794.

    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 5,791 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $587,948.

    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).