SAX WEALTH ADVISORS, LLC: PKG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAX WEALTH ADVISORS, LLC on PKG, newest first. How the timeline and the estimate are built.
SAX WEALTH ADVISORS, LLC held 1,828 PKG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 1,828 sharesChange vs previous 13F +191 shares
0.01% of the 13F portfolio, value $419,121.
13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
Accepted , ingested - period ended2026-06-3013F 1,637 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $347,404.
13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,619 sharesChange vs previous 13F -23 shares
0.02% of the 13F portfolio, value $333,886.
13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,642 sharesChange vs previous 13F -46 shares
0.02% of the 13F portfolio, value $338,630.
13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,688 sharesChange vs previous 13F +82 shares
0.02% of the 13F portfolio, value $367,866.
13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,606 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $302,651.
13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,605 sharesChange vs previous 13F +12 shares
0.02% of the 13F portfolio, value $317,822.
13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,593 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $358,632.
13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).