Position in KE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$177,082
-$30,872 QoQ
Shares Held
7,475
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $2,172,981 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
6,490 | $2,172,981 |
All Filings in KE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,082 | 7,475 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $207,954 | 7,475 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||