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Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

PPL holding history

PPL Corp in every 13F filed by Sax Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PPL overviewAll 13F holders of PPLFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of PPL by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−13,769−100.0%Sold outHolders
Q3 202213,769$349.0K0.1%−6,884−33.3%ReducedHolders
Q2 202220,653$560.0K0.1%−1,500−6.8%ReducedHolders
Q1 202222,153$633.0K0.2%00.0%UnchangedHolders
Q4 202122,153$666.0K0.1%+550+2.5%AddedHolders
Q3 202121,603$602.0K0.1%+4,500+26.3%AddedHolders
Q2 202117,103$478.0K0.2%+17,103NewHolders