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SAX WEALTH ADVISORS, LLC: MO position timeline

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

SAX WEALTH ADVISORS, LLC held 9,141 MO 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 9,141 shares
    Change vs previous 13F +1,697 shares

    0.02% of the 13F portfolio, value $615,581.

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

  2. period ended2026-06-30
    13F 7,444 shares
    Change vs previous 13F +2,115 shares

    0.02% of the 13F portfolio, value $491,251.

    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 5,329 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $307,268.

    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 5,329 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $307,268.

    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 5,261 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $347,521.

    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 5,119 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $300,136.

    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 5,048 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $302,970.

    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).