Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: VTC position timeline

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

SAX WEALTH ADVISORS, LLC held 148,207 VTC 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 148,207 shares
    Change vs previous 13F +7,378 shares

    0.31% of the 13F portfolio, value $10,786,520.

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

  2. period ended2026-06-30
    13F 140,829 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $10,819,892.

    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 ยง4.2).