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SAX WEALTH ADVISORS, LLC: VEU position timeline

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

SAX WEALTH ADVISORS, LLC held 24,143 VEU 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 24,143 shares
    Change vs previous 13F -280 shares

    0.06% of the 13F portfolio, value $2,003,131.

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

  2. period ended2026-06-30
    13F 24,423 shares
    Change vs previous 13F +8,547 shares

    0.07% of the 13F portfolio, value $1,834,155.

    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 15,876 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,167,870.

    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 15,876 shares
    Change vs previous 13F -2,831 shares

    0.05% of the 13F portfolio, value $1,167,870.

    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 18,707 shares
    Change vs previous 13F -15,830 shares

    0.07% of the 13F portfolio, value $1,335,092.

    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 34,537 shares
    Change vs previous 13F +168 shares

    0.14% of the 13F portfolio, value $2,321,603.

    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 34,369 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,084,841.

    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).