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SAX WEALTH ADVISORS, LLC: PFXF position timeline

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

SAX WEALTH ADVISORS, LLC held 74,481 PFXF 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 74,481 shares
    Change vs previous 13F -1,141 shares

    0.05% of the 13F portfolio, value $1,306,403.

    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 75,622 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,335,491.

    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 75,622 shares
    Change vs previous 13F -4,489 shares

    0.06% of the 13F portfolio, value $1,335,491.

    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 80,111 shares
    Change vs previous 13F -5,996 shares

    0.08% of the 13F portfolio, value $1,423,567.

    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 86,107 shares
    Change vs previous 13F -108,772 shares

    0.09% of the 13F portfolio, value $1,474,159.

    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 194,879 shares
    Change vs previous 13F +3,483 shares

    0.23% of the 13F portfolio, value $3,266,178.

    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 191,396 shares
    Change vs previous 13F +1,837 shares

    0.26% of the 13F portfolio, value $3,301,581.

    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 189,559 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,461,339.

    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).