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SAX WEALTH ADVISORS, LLC: IWV position timeline

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

SAX WEALTH ADVISORS, LLC held 13,671 IWV 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 13,671 shares
    Change vs previous 13F +41 shares

    0.17% of the 13F portfolio, value $5,901,294.

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

  2. period ended2026-06-30
    13F 13,630 shares
    Change vs previous 13F +3,482 shares

    0.21% of the 13F portfolio, value $5,052,320.

    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 10,148 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,925,916.

    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 10,148 shares
    Change vs previous 13F -72 shares

    0.18% of the 13F portfolio, value $3,925,916.

    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 10,220 shares
    Change vs previous 13F -451 shares

    0.21% of the 13F portfolio, value $3,872,922.

    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 10,671 shares
    Change vs previous 13F +660 shares

    0.23% of the 13F portfolio, value $3,745,389.

    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 10,011 shares
    Change vs previous 13F +455 shares

    0.23% of the 13F portfolio, value $3,179,935.

    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 9,556 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,194,193.

    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).