Position in PODD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$571,089
+$67,893 QoQ
Shares Held
3,751
+56.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#375
of 716 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PODD Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $4,005,301 across 5 Medical Devices names. PODD ranks #4 (14.3% of the industry book) .
All Filings in PODD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,089 | 3,751 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $503,196 | 2,398 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $880,575 | 3,098 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,105,870 | 3,582 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,122,879 | 3,574 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $844,816 | 3,217 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $794,697 | 3,044 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $351,918 | 1,512 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $386,648 | 1,916 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||