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SAX WEALTH ADVISORS, LLC: SUSA position timeline

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

SAX WEALTH ADVISORS, LLC held 19,031 SUSA 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 19,031 shares
    Change vs previous 13F -1,214 shares

    0.08% of the 13F portfolio, value $2,962,789.

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

  2. period ended2026-06-30
    13F 20,245 shares
    Change vs previous 13F +56 shares

    0.11% of the 13F portfolio, value $2,674,366.

    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 20,189 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,813,272.

    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 20,189 shares
    Change vs previous 13F +1,059 shares

    0.13% of the 13F portfolio, value $2,813,272.

    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 19,130 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,595,047.

    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 19,130 shares
    Change vs previous 13F -705 shares

    0.15% of the 13F portfolio, value $2,424,687.

    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 19,835 shares
    Change vs previous 13F +11,412 shares

    0.16% of the 13F portfolio, value $2,278,446.

    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).

  8. period ended2024-12-31
    13F 8,423 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,024,153.

    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).