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SAX WEALTH ADVISORS, LLC: PVAL position timeline

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

SAX WEALTH ADVISORS, LLC held 841,845 PVAL 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 841,845 shares
    Change vs previous 13F +159,214 shares

    1.59% of the 13F portfolio, value $39,061,610.

    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 682,631 shares
    Change vs previous 13F -3,400 shares

    1.51% of the 13F portfolio, value $31,107,492.

    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 686,031 shares
    Change vs previous 13F +152,882 shares

    1.47% of the 13F portfolio, value $31,262,430.

    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 533,149 shares
    Change vs previous 13F +172,992 shares

    1.22% of the 13F portfolio, value $22,776,114.

    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 360,157 shares
    Change vs previous 13F +204,071 shares

    0.87% of the 13F portfolio, value $14,489,099.

    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 156,086 shares
    Change vs previous 13F +67,438 shares

    0.43% of the 13F portfolio, value $5,943,755.

    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 88,648 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,290,628.

    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).