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SAX WEALTH ADVISORS, LLC: VPU position timeline

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

SAX WEALTH ADVISORS, LLC held 8,326 VPU 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 8,326 shares
    Change vs previous 13F +313 shares

    0.04% of the 13F portfolio, value $1,423,685.

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

  2. period ended2026-06-30
    13F 8,013 shares
    Change vs previous 13F +1,815 shares

    0.06% of the 13F portfolio, value $1,587,695.

    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 6,198 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,146,856.

    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 6,198 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $1,146,856.

    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 6,363 shares
    Change vs previous 13F +27 shares

    0.06% of the 13F portfolio, value $1,205,266.

    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 6,336 shares
    Change vs previous 13F -111 shares

    0.07% of the 13F portfolio, value $1,118,360.

    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 6,447 shares
    Change vs previous 13F +359 shares

    0.08% of the 13F portfolio, value $1,101,263.

    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 6,088 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $994,956.

    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).