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SAX WEALTH ADVISORS, LLC: VEA position timeline

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

SAX WEALTH ADVISORS, LLC held 254,970 VEA 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 254,970 shares
    Change vs previous 13F -61,031 shares

    0.51% of the 13F portfolio, value $18,003,410.

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

  2. period ended2026-06-30
    13F 316,001 shares
    Change vs previous 13F +188,722 shares

    0.82% of the 13F portfolio, value $20,249,313.

    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 127,279 shares
    Change vs previous 13F -2,589 shares

    0.39% of the 13F portfolio, value $7,951,097.

    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 129,868 shares
    Change vs previous 13F +65,193 shares

    0.38% of the 13F portfolio, value $8,112,832.

    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 64,675 shares
    Change vs previous 13F -1,119 shares

    0.21% of the 13F portfolio, value $3,875,312.

    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 65,794 shares
    Change vs previous 13F -7,188 shares

    0.23% of the 13F portfolio, value $3,750,938.

    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 72,982 shares
    Change vs previous 13F +26,313 shares

    0.27% of the 13F portfolio, value $3,709,699.

    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 46,669 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,231,727.

    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).