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SAX WEALTH ADVISORS, LLC: PM position timeline

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

SAX WEALTH ADVISORS, LLC held 13,004 PM 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 13,004 shares
    Change vs previous 13F +1,210 shares

    0.07% of the 13F portfolio, value $2,481,419.

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

  2. period ended2026-06-30
    13F 11,794 shares
    Change vs previous 13F +2,102 shares

    0.08% of the 13F portfolio, value $1,950,035.

    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 9,692 shares
    Change vs previous 13F -302 shares

    0.08% of the 13F portfolio, value $1,554,525.

    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 9,994 shares
    Change vs previous 13F +396 shares

    0.08% of the 13F portfolio, value $1,602,966.

    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 9,598 shares
    Change vs previous 13F +462 shares

    0.08% of the 13F portfolio, value $1,556,723.

    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 9,136 shares
    Change vs previous 13F +278 shares

    0.1% of the 13F portfolio, value $1,663,973.

    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 8,858 shares
    Change vs previous 13F +3,002 shares

    0.1% of the 13F portfolio, value $1,405,959.

    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 5,856 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $704,716.

    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).