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SAX WEALTH ADVISORS, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAX WEALTH ADVISORS, LLC on BND, newest first. How the timeline and the estimate are built.

SAX WEALTH ADVISORS, LLC held 186,173 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 186,173 shares
    Change vs previous 13F -217,342 shares

    0.37% of the 13F portfolio, value $13,060,021.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 403,515 shares
    Change vs previous 13F +353,726 shares

    1.21% of the 13F portfolio, value $29,714,841.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 49,789 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,687,837.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 49,789 shares
    Change vs previous 13F +27,761 shares

    0.17% of the 13F portfolio, value $3,687,837.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 22,028 shares
    Change vs previous 13F -8,325 shares

    0.09% of the 13F portfolio, value $1,638,210.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 30,353 shares
    Change vs previous 13F -3,099 shares

    0.13% of the 13F portfolio, value $2,234,918.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 33,452 shares
    Change vs previous 13F +29,767 shares

    0.18% of the 13F portfolio, value $2,457,081.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,685 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $264,955.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).