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SAX WEALTH ADVISORS, LLC: USMV position timeline

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

SAX WEALTH ADVISORS, LLC held 30,012 USMV 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 30,012 shares
    Change vs previous 13F -350 shares

    0.08% of the 13F portfolio, value $2,924,395.

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

  2. period ended2026-06-30
    13F 30,362 shares
    Change vs previous 13F +2,693 shares

    0.11% of the 13F portfolio, value $2,815,731.

    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 27,669 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,605,277.

    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 27,669 shares
    Change vs previous 13F -61 shares

    0.12% of the 13F portfolio, value $2,605,277.

    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 27,730 shares
    Change vs previous 13F -2,662 shares

    0.14% of the 13F portfolio, value $2,638,217.

    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 30,392 shares
    Change vs previous 13F -552 shares

    0.17% of the 13F portfolio, value $2,852,872.

    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 30,944 shares
    Change vs previous 13F -1,238 shares

    0.21% of the 13F portfolio, value $2,898,252.

    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 32,182 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,857,470.

    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).