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SAX WEALTH ADVISORS, LLC: VXUS position timeline

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

SAX WEALTH ADVISORS, LLC held 54,325 VXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,325 shares
    Change vs previous 13F +41,126 shares

    0.17% of the 13F portfolio, value $4,188,973.

    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).

  2. period ended2026-03-31
    13F 13,199 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $995,741.

    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).

  3. period ended2025-12-31
    13F 13,199 shares
    Change vs previous 13F -1,085 shares

    0.05% of the 13F portfolio, value $995,741.

    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).

  4. period ended2025-09-30
    13F 14,284 shares
    Change vs previous 13F -3,831 shares

    0.06% of the 13F portfolio, value $1,049,330.

    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).

  5. period ended2025-06-30
    13F 18,115 shares
    Change vs previous 13F +2,200 shares

    0.08% of the 13F portfolio, value $1,251,585.

    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).

  6. period ended2025-03-31
    13F 15,915 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $988,298.

    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).