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SAX WEALTH ADVISORS, LLC: PZT position timeline

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

SAX WEALTH ADVISORS, LLC held 48,751 PZT 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 48,751 shares
    Change vs previous 13F +5,520 shares

    0.03% of the 13F portfolio, value $1,003,295.

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

  2. period ended2026-06-30
    13F 43,231 shares
    Change vs previous 13F +1,555 shares

    0.04% of the 13F portfolio, value $954,118.

    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 41,676 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $929,949.

    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 41,676 shares
    Change vs previous 13F +7,972 shares

    0.04% of the 13F portfolio, value $929,949.

    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 33,704 shares
    Change vs previous 13F -2,410 shares

    0.04% of the 13F portfolio, value $749,616.

    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 36,114 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $781,498.

    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).