Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: VZ position timeline

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

SAX WEALTH ADVISORS, LLC held 42,374 VZ 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 42,374 shares
    Change vs previous 13F +11,331 shares

    0.06% of the 13F portfolio, value $1,943,717.

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

  2. period ended2026-06-30
    13F 31,043 shares
    Change vs previous 13F +12,936 shares

    0.06% of the 13F portfolio, value $1,558,375.

    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 18,107 shares
    Change vs previous 13F -143 shares

    0.04% of the 13F portfolio, value $737,512.

    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 18,250 shares
    Change vs previous 13F -5,741 shares

    0.03% of the 13F portfolio, value $743,336.

    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 23,991 shares
    Change vs previous 13F +612 shares

    0.06% of the 13F portfolio, value $1,054,412.

    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 23,379 shares
    Change vs previous 13F +966 shares

    0.06% of the 13F portfolio, value $1,011,611.

    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 22,413 shares
    Change vs previous 13F -4,155 shares

    0.07% of the 13F portfolio, value $1,016,659.

    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 26,568 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,062,441.

    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).