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SAX WEALTH ADVISORS, LLC: XYLD position timeline

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

SAX WEALTH ADVISORS, LLC held 19,980 XYLD 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 19,980 shares
    Change vs previous 13F +3,665 shares

    0.02% of the 13F portfolio, value $829,585.

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

  2. period ended2026-06-30
    13F 16,315 shares
    Change vs previous 13F +3,163 shares

    0.03% of the 13F portfolio, value $638,404.

    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 13,152 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $534,354.

    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 13,152 shares
    Change vs previous 13F +2,920 shares

    0.03% of the 13F portfolio, value $534,354.

    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 10,232 shares
    Change vs previous 13F +1,062 shares

    0.02% of the 13F portfolio, value $401,727.

    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 9,170 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $357,077.

    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).