Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: MDT position timeline

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

SAX WEALTH ADVISORS, LLC held 6,106 MDT 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 6,106 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $526,872.

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

  2. period ended2026-06-30
    13F 5,736 shares
    Change vs previous 13F +2,441 shares

    0.02% of the 13F portfolio, value $497,040.

    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 3,295 shares
    Change vs previous 13F -86 shares

    0.02% of the 13F portfolio, value $316,518.

    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 3,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $324,779.

    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).