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SAX WEALTH ADVISORS, LLC → RMT
SAX WEALTH ADVISORS, LLC RMT Position History
Royce Micro-Cap Trust, Inc. • Financial Services
Quarters held
4
Latest value
$422K
Q3 2026
Peak value
$422K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $328K |
| Q1 2026 | $328K |
| Q2 2026 | $355K |
| Q3 2026 | $422K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $422K | 31.4K | — | — |
| Q2 2026 | $355K | 31.4K | — | — |
| Q1 2026 | $328K | 31.4K | — | — |
| Q4 2025 | $328K | 31.4K | — | — |
Other funds holding RMT
$37.1M
$29.7M
$27.7M
$26.8M