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SAX WEALTH ADVISORS, LLC: MSFT position timeline

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

SAX WEALTH ADVISORS, LLC held 42,120 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,120 shares
    Change vs previous 13F +5,651 shares

    0.63% of the 13F portfolio, value $15,591,557.

    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).

  2. period ended2026-03-31
    13F 36,469 shares
    Change vs previous 13F -1,568 shares

    0.85% of the 13F portfolio, value $17,637,263.

    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).

  3. period ended2025-12-31
    13F 38,037 shares
    Change vs previous 13F +3,618 shares

    0.87% of the 13F portfolio, value $18,395,268.

    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).

  4. period ended2025-09-30
    13F 34,419 shares
    Change vs previous 13F +1,649 shares

    0.96% of the 13F portfolio, value $17,827,361.

    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).

  5. period ended2025-06-30
    13F 32,770 shares
    Change vs previous 13F +4,625 shares

    0.98% of the 13F portfolio, value $16,300,360.

    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).

  6. period ended2025-03-31
    13F 28,145 shares
    Change vs previous 13F -610 shares

    0.76% of the 13F portfolio, value $10,565,252.

    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).

  7. period ended2024-12-31
    13F 28,755 shares
    Change vs previous 13F +1,990 shares

    0.95% of the 13F portfolio, value $12,120,083.

    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).

  8. period ended2024-09-30
    13F 26,765 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $11,517,177.

    13F-HR 0001725547-24-005923 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).