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SAX WEALTH ADVISORS, LLC: USFR position timeline

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

SAX WEALTH ADVISORS, LLC held 117,334 USFR 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 117,334 shares
    Change vs previous 13F +90,769 shares

    0.17% of the 13F portfolio, value $5,912,474.

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

  2. period ended2026-06-30
    13F 26,565 shares
    Change vs previous 13F +1,255 shares

    0.05% of the 13F portfolio, value $1,337,306.

    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 25,310 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,273,574.

    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 25,310 shares
    Change vs previous 13F +9,320 shares

    0.06% of the 13F portfolio, value $1,273,574.

    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 15,990 shares
    Change vs previous 13F +988 shares

    0.04% of the 13F portfolio, value $803,792.

    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 15,002 shares
    Change vs previous 13F -7,899 shares

    0.05% of the 13F portfolio, value $754,726.

    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 22,901 shares
    Change vs previous 13F +14,875 shares

    0.08% of the 13F portfolio, value $1,152,582.

    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 8,026 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $403,868.

    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).