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SAX WEALTH ADVISORS, LLC: QUAL position timeline

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

SAX WEALTH ADVISORS, LLC held 512,973 QUAL 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 512,973 shares
    Change vs previous 13F +47,003 shares

    3.25% of the 13F portfolio, value $114,003,184.

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

  2. period ended2026-06-30
    13F 465,970 shares
    Change vs previous 13F +5,317 shares

    3.63% of the 13F portfolio, value $89,377,614.

    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 460,653 shares
    Change vs previous 13F -2,617 shares

    4.43% of the 13F portfolio, value $91,494,902.

    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 463,270 shares
    Change vs previous 13F +22,847 shares

    4.33% of the 13F portfolio, value $92,014,695.

    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 440,423 shares
    Change vs previous 13F -14,281 shares

    4.61% of the 13F portfolio, value $85,662,290.

    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 454,704 shares
    Change vs previous 13F -39,872 shares

    5.02% of the 13F portfolio, value $83,129,001.

    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 494,576 shares
    Change vs previous 13F +29,088 shares

    6.05% of the 13F portfolio, value $84,518,103.

    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 465,488 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $82,894,163.

    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).