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SAX WEALTH ADVISORS, LLC → JOF
SAX WEALTH ADVISORS, LLC JOF Position History
Japan Smaller Capitalization Fund, Inc.
Quarters held
4
Latest value
$235K
Q3 2026
Peak value
$302K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $302K |
| Q1 2026 | $302K |
| Q2 2026 | $233K |
| Q3 2026 | $235K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $235K | 18.6K | — | — |
| Q2 2026 | $233K | 21.4K | — | — |
| Q1 2026 | $302K | 27.2K | — | — |
| Q4 2025 | $302K | 27.2K | — | — |