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SAX WEALTH ADVISORS, LLC: NDAQ position timeline

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

SAX WEALTH ADVISORS, LLC held 27,536 NDAQ 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 27,536 shares
    Change vs previous 13F -836 shares

    0.07% of the 13F portfolio, value $2,533,587.

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

  2. period ended2026-06-30
    13F 28,372 shares
    Change vs previous 13F -62 shares

    0.1% of the 13F portfolio, value $2,408,499.

    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 28,434 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,761,798.

    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 28,434 shares
    Change vs previous 13F -1,543 shares

    0.13% of the 13F portfolio, value $2,761,798.

    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 29,977 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $2,651,466.

    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 29,972 shares
    Change vs previous 13F -110 shares

    0.16% of the 13F portfolio, value $2,680,060.

    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 30,082 shares
    Change vs previous 13F +144 shares

    0.16% of the 13F portfolio, value $2,282,021.

    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 29,938 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,314,507.

    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).