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SAX WEALTH ADVISORS, LLC: USRT position timeline

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

SAX WEALTH ADVISORS, LLC held 3,767 USRT 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 3,767 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $231,972.

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

  2. period ended2026-06-30
    13F 3,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $222,969.

    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 ยง4.2).