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SAX WEALTH ADVISORS, LLC: XLF position timeline

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

SAX WEALTH ADVISORS, LLC held 27,084 XLF 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 27,084 shares
    Change vs previous 13F -6,300 shares

    0.04% of the 13F portfolio, value $1,446,272.

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

  2. period ended2026-06-30
    13F 33,384 shares
    Change vs previous 13F +13,454 shares

    0.07% of the 13F portfolio, value $1,648,159.

    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 19,930 shares
    Change vs previous 13F -509 shares

    0.05% of the 13F portfolio, value $1,091,593.

    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 20,439 shares
    Change vs previous 13F +1,154 shares

    0.05% of the 13F portfolio, value $1,119,471.

    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 19,285 shares
    Change vs previous 13F -703 shares

    0.06% of the 13F portfolio, value $1,038,878.

    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 19,988 shares
    Change vs previous 13F +1,555 shares

    0.06% of the 13F portfolio, value $1,046,792.

    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 18,433 shares
    Change vs previous 13F +27 shares

    0.07% of the 13F portfolio, value $918,149.

    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 18,406 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $889,578.

    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).