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SAX WEALTH ADVISORS, LLC: VV position timeline

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

SAX WEALTH ADVISORS, LLC held 16,126 VV 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 16,126 shares
    Change vs previous 13F +811 shares

    0.16% of the 13F portfolio, value $5,673,905.

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

  2. period ended2026-06-30
    13F 15,315 shares
    Change vs previous 13F +344 shares

    0.19% of the 13F portfolio, value $4,576,859.

    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 14,971 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $4,713,021.

    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 14,971 shares
    Change vs previous 13F +916 shares

    0.22% of the 13F portfolio, value $4,713,021.

    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 14,055 shares
    Change vs previous 13F -1,957 shares

    0.23% of the 13F portfolio, value $4,326,856.

    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 16,012 shares
    Change vs previous 13F -184 shares

    0.28% of the 13F portfolio, value $4,568,280.

    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 16,196 shares
    Change vs previous 13F +12,958 shares

    0.3% of the 13F portfolio, value $4,162,976.

    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 3,238 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $873,373.

    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).