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SAX WEALTH ADVISORS, LLC: VTV position timeline

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

SAX WEALTH ADVISORS, LLC held 83,140 VTV 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 83,140 shares
    Change vs previous 13F -1,396 shares

    0.51% of the 13F portfolio, value $17,964,894.

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

  2. period ended2026-06-30
    13F 84,536 shares
    Change vs previous 13F +36,327 shares

    0.67% of the 13F portfolio, value $16,585,969.

    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 48,209 shares
    Change vs previous 13F -48 shares

    0.45% of the 13F portfolio, value $9,207,526.

    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 48,257 shares
    Change vs previous 13F +19,483 shares

    0.43% of the 13F portfolio, value $9,216,694.

    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 28,774 shares
    Change vs previous 13F -958 shares

    0.29% of the 13F portfolio, value $5,366,135.

    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 29,732 shares
    Change vs previous 13F -1,905 shares

    0.32% of the 13F portfolio, value $5,254,862.

    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 31,637 shares
    Change vs previous 13F +529 shares

    0.39% of the 13F portfolio, value $5,465,038.

    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 31,108 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,266,650.

    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).