Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: QQQM position timeline

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

SAX WEALTH ADVISORS, LLC held 556,761 QQQM 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 556,761 shares
    Change vs previous 13F +75,340 shares

    4.84% of the 13F portfolio, value $169,611,538.

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

  2. period ended2026-06-30
    13F 481,421 shares
    Change vs previous 13F +40,060 shares

    4.65% of the 13F portfolio, value $114,395,326.

    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 441,361 shares
    Change vs previous 13F -2,033 shares

    5.41% of the 13F portfolio, value $111,629,076.

    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 443,394 shares
    Change vs previous 13F +41,438 shares

    5.28% of the 13F portfolio, value $112,143,175.

    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 401,956 shares
    Change vs previous 13F +32,129 shares

    5.34% of the 13F portfolio, value $99,331,286.

    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 369,827 shares
    Change vs previous 13F +7,585 shares

    5.07% of the 13F portfolio, value $83,987,627.

    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 362,242 shares
    Change vs previous 13F +17,387 shares

    5% of the 13F portfolio, value $69,919,861.

    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 344,855 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $72,574,697.

    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).