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SAX WEALTH ADVISORS, LLC: VB position timeline

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

SAX WEALTH ADVISORS, LLC held 13,891 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,891 shares
    Change vs previous 13F +2,006 shares

    0.15% of the 13F portfolio, value $3,638,446.

    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).

  2. period ended2026-03-31
    13F 11,885 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,065,768.

    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).

  3. period ended2025-12-31
    13F 11,885 shares
    Change vs previous 13F -925 shares

    0.14% of the 13F portfolio, value $3,065,768.

    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).

  4. period ended2025-09-30
    13F 12,810 shares
    Change vs previous 13F -3,152 shares

    0.18% of the 13F portfolio, value $3,257,337.

    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).

  5. period ended2025-06-30
    13F 15,962 shares
    Change vs previous 13F -2,692 shares

    0.23% of the 13F portfolio, value $3,782,664.

    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).

  6. period ended2025-03-31
    13F 18,654 shares
    Change vs previous 13F +10,311 shares

    0.3% of the 13F portfolio, value $4,136,514.

    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).

  7. period ended2024-12-31
    13F 8,343 shares
    Change vs previous 13F +245 shares

    0.16% of the 13F portfolio, value $2,004,641.

    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).

  8. period ended2024-09-30
    13F 8,098 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,920,993.

    13F-HR 0001725547-24-005923 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).