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SAX WEALTH ADVISORS, LLC: JIRE position timeline

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

SAX WEALTH ADVISORS, LLC held 409,691 JIRE 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 409,691 shares
    Change vs previous 13F +58,008 shares

    0.96% of the 13F portfolio, value $33,660,208.

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

  2. period ended2026-06-30
    13F 351,683 shares
    Change vs previous 13F +28,273 shares

    1.08% of the 13F portfolio, value $26,636,484.

    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 323,410 shares
    Change vs previous 13F -2,772 shares

    1.17% of the 13F portfolio, value $24,216,916.

    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 326,182 shares
    Change vs previous 13F +35,199 shares

    1.15% of the 13F portfolio, value $24,424,511.

    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 290,983 shares
    Change vs previous 13F +76,938 shares

    1.15% of the 13F portfolio, value $21,398,879.

    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 214,045 shares
    Change vs previous 13F +59,154 shares

    0.91% of the 13F portfolio, value $15,147,951.

    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 154,891 shares
    Change vs previous 13F +56,304 shares

    0.71% of the 13F portfolio, value $9,869,686.

    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 98,587 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,768,354.

    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).