Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: QYLD position timeline

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

SAX WEALTH ADVISORS, LLC held 42,866 QYLD 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 42,866 shares
    Change vs previous 13F +9,306 shares

    0.02% of the 13F portfolio, value $795,158.

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

  2. period ended2026-06-30
    13F 33,560 shares
    Change vs previous 13F +7,130 shares

    0.02% of the 13F portfolio, value $575,557.

    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 26,430 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $467,019.

    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 26,430 shares
    Change vs previous 13F +2,535 shares

    0.02% of the 13F portfolio, value $467,019.

    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 23,895 shares
    Change vs previous 13F +2,356 shares

    0.02% of the 13F portfolio, value $406,459.

    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 21,539 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $360,130.

    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).