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SAX WEALTH ADVISORS, LLC: IWP position timeline

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

SAX WEALTH ADVISORS, LLC held 9,379 IWP 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 9,379 shares
    Change vs previous 13F +141 shares

    0.04% of the 13F portfolio, value $1,291,362.

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

  2. period ended2026-06-30
    13F 9,238 shares
    Change vs previous 13F -471 shares

    0.05% of the 13F portfolio, value $1,183,573.

    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 9,709 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,329,490.

    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 9,709 shares
    Change vs previous 13F -1,741 shares

    0.06% of the 13F portfolio, value $1,329,490.

    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 11,450 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $1,630,569.

    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 11,382 shares
    Change vs previous 13F +318 shares

    0.1% of the 13F portfolio, value $1,578,448.

    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 11,064 shares
    Change vs previous 13F +394 shares

    0.09% of the 13F portfolio, value $1,299,927.

    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 10,670 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,352,457.

    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).