Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: JEPI position timeline

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

SAX WEALTH ADVISORS, LLC held 72,959 JEPI 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 72,959 shares
    Change vs previous 13F +7,412 shares

    0.12% of the 13F portfolio, value $4,101,731.

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

  2. period ended2026-06-30
    13F 65,547 shares
    Change vs previous 13F -339 shares

    0.15% of the 13F portfolio, value $3,715,200.

    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 65,886 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,771,330.

    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 65,886 shares
    Change vs previous 13F +7,478 shares

    0.18% of the 13F portfolio, value $3,771,330.

    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 58,408 shares
    Change vs previous 13F +7,246 shares

    0.18% of the 13F portfolio, value $3,335,124.

    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 51,162 shares
    Change vs previous 13F +8,172 shares

    0.18% of the 13F portfolio, value $2,908,558.

    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 42,990 shares
    Change vs previous 13F +16,591 shares

    0.18% of the 13F portfolio, value $2,456,452.

    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 26,399 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,518,719.

    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).