Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: WELL position timeline

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

SAX WEALTH ADVISORS, LLC held 8,145 WELL 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 8,145 shares
    Change vs previous 13F +728 shares

    0.05% of the 13F portfolio, value $1,875,362.

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

  2. period ended2026-06-30
    13F 7,417 shares
    Change vs previous 13F -142 shares

    0.06% of the 13F portfolio, value $1,466,346.

    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 7,559 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,403,053.

    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 7,559 shares
    Change vs previous 13F -205 shares

    0.07% of the 13F portfolio, value $1,403,053.

    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 7,764 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $1,383,105.

    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 7,748 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $1,191,104.

    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 7,719 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,182,616.

    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).