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SAX WEALTH ADVISORS, LLC: XMHQ position timeline

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

SAX WEALTH ADVISORS, LLC held 224,293 XMHQ 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 224,293 shares
    Change vs previous 13F +37,674 shares

    0.71% of the 13F portfolio, value $25,042,284.

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

  2. period ended2026-06-30
    13F 186,619 shares
    Change vs previous 13F -3,613 shares

    0.78% of the 13F portfolio, value $19,290,828.

    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 190,232 shares
    Change vs previous 13F -1,166 shares

    0.94% of the 13F portfolio, value $19,483,594.

    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 191,398 shares
    Change vs previous 13F +27,828 shares

    0.92% of the 13F portfolio, value $19,603,016.

    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 163,570 shares
    Change vs previous 13F +14,046 shares

    0.92% of the 13F portfolio, value $17,168,327.

    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 149,524 shares
    Change vs previous 13F +33,056 shares

    0.89% of the 13F portfolio, value $14,689,240.

    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 116,468 shares
    Change vs previous 13F +17,853 shares

    0.76% of the 13F portfolio, value $10,660,353.

    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 98,615 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $9,710,630.

    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).