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SAX WEALTH ADVISORS, LLC → USA
SAX WEALTH ADVISORS, LLC USA Position History
Liberty All-Star Equity Fund
Quarters held
5
Latest value
$97K
Q3 2026
Peak value
$106K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $106K |
| Q4 2025 | $105K |
| Q1 2026 | $105K |
| Q2 2026 | $93K |
| Q3 2026 | $97K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $97K | 16.8K | — | — |
| Q2 2026 | $93K | 16.8K | — | — |
| Q1 2026 | $105K | 16.8K | — | — |
| Q4 2025 | $105K | 16.8K | — | — |
| Q3 2025 | $106K | 16.8K | — | — |
Other funds holding USA
$23M
$22.4M
$21.6M
$21.5M
$21.2M
$21.1M
$21.1M
$20.3M