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SAX WEALTH ADVISORS, LLC: IWF position timeline

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

SAX WEALTH ADVISORS, LLC held 82,161 IWF 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 82,161 shares
    Change vs previous 13F +62,609 shares

    0.29% of the 13F portfolio, value $10,291,437.

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

  2. period ended2026-06-30
    13F 19,552 shares
    Change vs previous 13F +1,241 shares

    0.34% of the 13F portfolio, value $8,337,004.

    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 18,311 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $8,666,577.

    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 18,311 shares
    Change vs previous 13F -1,510 shares

    0.41% of the 13F portfolio, value $8,666,577.

    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 19,821 shares
    Change vs previous 13F -189 shares

    0.5% of the 13F portfolio, value $9,284,380.

    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 20,010 shares
    Change vs previous 13F +7,147 shares

    0.51% of the 13F portfolio, value $8,495,817.

    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 12,863 shares
    Change vs previous 13F +1,409 shares

    0.33% of the 13F portfolio, value $4,644,622.

    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 11,454 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,599,630.

    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).