Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: VTEB position timeline

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

SAX WEALTH ADVISORS, LLC held 48,032 VTEB 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 48,032 shares
    Change vs previous 13F -7,776 shares

    0.06% of the 13F portfolio, value $2,274,785.

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

  2. period ended2026-06-30
    13F 55,808 shares
    Change vs previous 13F +38,948 shares

    0.11% of the 13F portfolio, value $2,784,263.

    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 16,860 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $847,899.

    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 16,860 shares
    Change vs previous 13F +10,293 shares

    0.04% of the 13F portfolio, value $847,899.

    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 6,567 shares
    Change vs previous 13F -2,059 shares

    0.02% of the 13F portfolio, value $328,788.

    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 8,626 shares
    Change vs previous 13F -10,873 shares

    0.03% of the 13F portfolio, value $422,927.

    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 19,499 shares
    Change vs previous 13F +606 shares

    0.07% of the 13F portfolio, value $967,559.

    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 18,893 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $947,083.

    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).