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SAX WEALTH ADVISORS, LLC: PFF position timeline

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

SAX WEALTH ADVISORS, LLC held 55,381 PFF 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 55,381 shares
    Change vs previous 13F +23,203 shares

    0.07% of the 13F portfolio, value $1,679,146.

    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 32,178 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $996,237.

    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 32,178 shares
    Change vs previous 13F -741 shares

    0.05% of the 13F portfolio, value $996,237.

    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 32,919 shares
    Change vs previous 13F -4,408 shares

    0.06% of the 13F portfolio, value $1,040,887.

    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 37,327 shares
    Change vs previous 13F -4,465 shares

    0.07% of the 13F portfolio, value $1,145,186.

    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 41,792 shares
    Change vs previous 13F -5,748 shares

    0.09% of the 13F portfolio, value $1,284,274.

    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 47,540 shares
    Change vs previous 13F +3,338 shares

    0.12% of the 13F portfolio, value $1,494,666.

    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 44,202 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,468,837.

    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).