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SAX WEALTH ADVISORS, LLC: VWO position timeline

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

SAX WEALTH ADVISORS, LLC held 90,644 VWO 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 90,644 shares
    Change vs previous 13F -47,684 shares

    0.15% of the 13F portfolio, value $5,376,080.

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

  2. period ended2026-06-30
    13F 138,328 shares
    Change vs previous 13F +113,447 shares

    0.3% of the 13F portfolio, value $7,476,626.

    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 24,881 shares
    Change vs previous 13F -1,015 shares

    0.06% of the 13F portfolio, value $1,337,625.

    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 25,896 shares
    Change vs previous 13F -277 shares

    0.07% of the 13F portfolio, value $1,392,191.

    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 26,173 shares
    Change vs previous 13F -943 shares

    0.08% of the 13F portfolio, value $1,418,066.

    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 27,116 shares
    Change vs previous 13F -11,144 shares

    0.08% of the 13F portfolio, value $1,341,147.

    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 38,260 shares
    Change vs previous 13F +4,374 shares

    0.12% of the 13F portfolio, value $1,731,647.

    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 33,886 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,492,350.

    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).