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SAX WEALTH ADVISORS, LLC: SPHQ position timeline

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

SAX WEALTH ADVISORS, LLC held 663,646 SPHQ 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 663,646 shares
    Change vs previous 13F +121,595 shares

    1.59% of the 13F portfolio, value $55,799,360.

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

  2. period ended2026-06-30
    13F 542,051 shares
    Change vs previous 13F +95,095 shares

    1.66% of the 13F portfolio, value $40,756,783.

    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 446,956 shares
    Change vs previous 13F -2,463 shares

    1.63% of the 13F portfolio, value $33,544,042.

    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 449,419 shares
    Change vs previous 13F +76,373 shares

    1.59% of the 13F portfolio, value $33,728,918.

    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 373,046 shares
    Change vs previous 13F +111,493 shares

    1.47% of the 13F portfolio, value $27,340,569.

    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 261,553 shares
    Change vs previous 13F +242,383 shares

    1.13% of the 13F portfolio, value $18,638,294.

    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 19,170 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,271,738.

    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).