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SAX WEALTH ADVISORS, LLC: SLB position timeline

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

SAX WEALTH ADVISORS, LLC held 4,780 SLB 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 4,780 shares
    Change vs previous 13F +4,780 shares

    0.01% of the 13F portfolio, value $245,624.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -5,877 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 5,877 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $246,556.

    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).