Position in OPK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$30,075
+$7,061 QoQ
Shares Held
20,050
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 221 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPK Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $3,603,215 across 5 Diagnostics & Research names. OPK ranks #5 (0.8% of the industry book) .
All Filings in OPK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,075 | 20,050 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $23,014 | 20,188 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,575 | 20,298 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $31,589 | 20,380 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $26,611 | 20,160 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $33,382 | 20,110 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $29,561 | 20,110 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $29,963 | 20,110 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $25,137 | 20,110 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $24,132 | 20,110 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,366 | 20,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,000 | 20,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $43,400 | 20,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,200 | 20,000 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $25,000 | 20,000 | Shares | Sole | 2023-02-06 | |
| 2021-12-31 | $404,569 | 84,110 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $400,043 | 109,601 | Shares | Sole | 2021-12-10 | |
| No filing history on record for this holder in this stock. | ||||||