Position in NDAQ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,236,281
-$177,481 QoQ
Shares Held
28,372
-0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#397
of 1,081 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $3,415,569 across 4 Financial Data & Stock Exchanges names. NDAQ ranks #1 (65.5% of the industry book) .
All Filings in NDAQ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,236,281 | 28,372 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,413,762 | 28,434 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,761,794 | 28,434 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,651,465 | 29,977 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,680,096 | 29,972 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,282,020 | 30,082 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,314,506 | 29,938 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,275,867 | 31,172 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||