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SAX WEALTH ADVISORS, LLC: IWR position timeline

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

SAX WEALTH ADVISORS, LLC held 9,928 IWR 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 9,928 shares
    Change vs previous 13F +5,789 shares

    0.03% of the 13F portfolio, value $1,059,418.

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

  2. period ended2026-06-30
    13F 4,139 shares
    Change vs previous 13F -385 shares

    0.02% of the 13F portfolio, value $402,438.

    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 4,524 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $435,498.

    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 4,524 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $435,498.

    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 3,935 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $379,877.

    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 3,934 shares
    Change vs previous 13F +185 shares

    0.02% of the 13F portfolio, value $361,767.

    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 3,749 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $318,922.

    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 3,749 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $331,406.

    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).