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SAX WEALTH ADVISORS, LLC: MTUM position timeline

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

SAX WEALTH ADVISORS, LLC held 24,639 MTUM 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 24,639 shares
    Change vs previous 13F -361 shares

    0.22% of the 13F portfolio, value $7,818,918.

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

  2. period ended2026-06-30
    13F 25,000 shares
    Change vs previous 13F -46 shares

    0.24% of the 13F portfolio, value $5,999,839.

    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 25,046 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $6,269,254.

    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 25,046 shares
    Change vs previous 13F +3,836 shares

    0.29% of the 13F portfolio, value $6,269,254.

    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 21,210 shares
    Change vs previous 13F -1,050 shares

    0.29% of the 13F portfolio, value $5,439,215.

    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 22,260 shares
    Change vs previous 13F +559 shares

    0.32% of the 13F portfolio, value $5,349,417.

    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 21,701 shares
    Change vs previous 13F -473 shares

    0.31% of the 13F portfolio, value $4,386,429.

    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 22,174 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,588,213.

    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).