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SAX WEALTH ADVISORS, LLC: VIG position timeline

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

SAX WEALTH ADVISORS, LLC held 74,299 VIG 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 74,299 shares
    Change vs previous 13F +1,599 shares

    0.49% of the 13F portfolio, value $17,334,709.

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

  2. period ended2026-06-30
    13F 72,700 shares
    Change vs previous 13F +27,402 shares

    0.64% of the 13F portfolio, value $15,634,819.

    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 45,298 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $9,955,594.

    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 45,298 shares
    Change vs previous 13F +29,995 shares

    0.47% of the 13F portfolio, value $9,955,594.

    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 15,303 shares
    Change vs previous 13F -594 shares

    0.18% of the 13F portfolio, value $3,302,198.

    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 15,897 shares
    Change vs previous 13F +1,028 shares

    0.2% of the 13F portfolio, value $3,253,548.

    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 14,869 shares
    Change vs previous 13F +238 shares

    0.21% of the 13F portfolio, value $2,884,351.

    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 14,631 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,865,225.

    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).