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SAX WEALTH ADVISORS, LLC: SCHF position timeline

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

SAX WEALTH ADVISORS, LLC held 334,598 SCHF 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 334,598 shares
    Change vs previous 13F +23,455 shares

    0.26% of the 13F portfolio, value $9,191,396.

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

  2. period ended2026-06-30
    13F 311,143 shares
    Change vs previous 13F +297,059 shares

    0.31% of the 13F portfolio, value $7,700,796.

    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 14,084 shares
    Change vs previous 13F -122 shares

    0.02% of the 13F portfolio, value $338,572.

    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 14,206 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $341,505.

    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 14,116 shares
    Change vs previous 13F +1,038 shares

    0.02% of the 13F portfolio, value $328,610.

    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 13,078 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,014.

    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).