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SAX WEALTH ADVISORS, LLC: RSPT position timeline

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

SAX WEALTH ADVISORS, LLC held 12,987 RSPT 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 12,987 shares
    Change vs previous 13F -15,660 shares

    0.02% of the 13F portfolio, value $587,778.

    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 28,647 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,303,711.

    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 28,647 shares
    Change vs previous 13F -3,856 shares

    0.06% of the 13F portfolio, value $1,303,711.

    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 32,503 shares
    Change vs previous 13F +1,302 shares

    0.08% of the 13F portfolio, value $1,448,970.

    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 31,201 shares
    Change vs previous 13F +4,992 shares

    0.08% of the 13F portfolio, value $1,272,365.

    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 26,209 shares
    Change vs previous 13F +3,574 shares

    0.06% of the 13F portfolio, value $896,338.

    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 22,635 shares
    Change vs previous 13F +11,770 shares

    0.07% of the 13F portfolio, value $847,002.

    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).

  8. period ended2024-09-30
    13F 10,865 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $409,611.

    13F-HR 0001725547-24-005923 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).