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SAX WEALTH ADVISORS, LLC: NVDA position timeline

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

SAX WEALTH ADVISORS, LLC held 521,228 NVDA 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 521,228 shares
    Change vs previous 13F +414,330 shares

    3.4% of the 13F portfolio, value $119,038,025.

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

  2. period ended2026-06-30
    13F 106,898 shares
    Change vs previous 13F +10,985 shares

    0.76% of the 13F portfolio, value $18,643,060.

    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 95,913 shares
    Change vs previous 13F -4,162 shares

    0.87% of the 13F portfolio, value $17,887,762.

    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 100,075 shares
    Change vs previous 13F +13,654 shares

    0.88% of the 13F portfolio, value $18,663,975.

    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 86,421 shares
    Change vs previous 13F -771 shares

    0.87% of the 13F portfolio, value $16,124,423.

    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 87,192 shares
    Change vs previous 13F +27,412 shares

    0.83% of the 13F portfolio, value $13,775,523.

    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 59,780 shares
    Change vs previous 13F +11,944 shares

    0.46% of the 13F portfolio, value $6,478,929.

    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 47,836 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,423,904.

    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).