Sax Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Sax Wealth Advisors going back to Feb. 16, 2021
- Sax Wealth Advisors 2025 Q3 - filed Oct. 20, 2025 - new!
- Sax Wealth Advisors 2025 Q2 - filed July 23, 2025
- Sax Wealth Advisors 2024 Q4 - filed Jan. 15, 2025
- Sax Wealth Advisors 2024 Q3 - filed Oct. 17, 2024
- Sax Wealth Advisors 2024 Q2 - filed July 12, 2024
- Sax Wealth Advisors 2024 Q1 - filed May 14, 2024
- Sax Wealth Advisors 2023 Q4 - filed Feb. 14, 2024
- Sax Wealth Advisors 2023 Q3 - filed Nov. 7, 2023
- Sax Wealth Advisors 2023 Q2 - filed Aug. 11, 2023
- Sax Wealth Advisors 2023 Q1 - filed May 5, 2023
- Sax Wealth Advisors 2022 Q4 - filed Feb. 6, 2023
- Sax Wealth Advisors 2022 Q3 - filed Nov. 8, 2022
- Sax Wealth Advisors 2022 Q1 restated - filed Aug. 11, 2022
- Sax Wealth Advisors 2022 Q2 - filed Aug. 11, 2022
- Sax Wealth Advisors 2022 Q1 - filed April 20, 2022
- Sax Wealth Advisors 2021 Q4 - filed Feb. 7, 2022
- Sax Wealth Advisors 2021 Q3 - filed Dec. 10, 2021
- Sax Wealth Advisors 2021 Q2 - filed Aug. 12, 2021
- Sax Wealth Advisors 2021 Q1 - filed May 14, 2021
- Sax Wealth Advisors 2020 Q4 - filed Feb. 16, 2021