SAX WEALTH ADVISORS, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1846150 PARSIPPANY, NJ

Position in DIA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$392,837

+$128,356 QoQ

Shares Held

752

+31.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#940

of 1,431 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,837	752	+31.7%	Shares	Sole	2026-07-09
2026-03-31	$264,481	571	0.0%	Shares	Sole	2026-04-08
2025-12-31	$274,405	571	+1.8%	Shares	Sole	2026-01-12
2025-09-30	$260,158	561	-22.4%	Shares	Sole	2025-10-20
2025-06-30	$318,589	723	-54.2%	Shares	Sole	2025-07-23
2025-03-31	$662,150	1,577	0.0%	Shares	Sole	2025-05-14
2024-12-31	$671,013	1,577	-11.8%	Shares	Sole	2025-01-15
2024-09-30	$756,115	1,787	-0.4%	Shares	Sole	2024-10-17
2024-06-30	$702,078	1,795	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$713,581	1,794	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$671,582	1,782	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$596,545	1,781	-0.5%	Shares	Sole	2023-11-07
2023-06-30	$615,491	1,790	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$595,057	1,789	-13.5%	Shares	Sole	2023-05-05
2022-12-31	$685,521	2,069	+30.6%	Shares	Sole	2023-02-06
2022-09-30	$455,083	1,584	0.0%	Shares	Sole	2022-11-08
2022-06-30	$487,586	1,584	-15.0%	Shares	Sole	2022-08-11
2021-12-31	$676,865	1,863	+0.1%	Shares	Sole	2022-02-07
2021-09-30	$629,895	1,862	-7.9%	Shares	Sole	2021-12-10
2021-06-30	$697,143	2,021	0.0%	Shares	Sole	2021-08-12
2021-03-31	$667,293	2,021	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$617,390	2,019	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.