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SAX WEALTH ADVISORS, LLC: XEXGX position timeline

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

SAX WEALTH ADVISORS, LLC held 11,813 XEXGX 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 11,813 shares
    Change vs previous 13F -6,714 shares

    <0.01% of the 13F portfolio, value $111,163.

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

  2. period ended2026-06-30
    13F 18,527 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $160,441.

    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 18,599 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $177,245.

    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 18,599 shares
    Change vs previous 13F +1,357 shares

    0.01% of the 13F portfolio, value $177,245.

    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 17,242 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $156,902.

    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 17,242 shares
    Change vs previous 13F +6,100 shares

    0.01% of the 13F portfolio, value $150,868.

    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 11,142 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $90,696.

    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 11,142 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $91,030.

    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).