Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: BSCV position timeline

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

SAX WEALTH ADVISORS, LLC held 42,077 BSCV 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 42,077 shares
    Change vs previous 13F +4,752 shares

    0.02% of the 13F portfolio, value $663,551.

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

  2. period ended2026-06-30
    13F 37,325 shares
    Change vs previous 13F +9,235 shares

    0.02% of the 13F portfolio, value $614,376.

    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 28,090 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $468,963.

    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 28,090 shares
    Change vs previous 13F +240 shares

    0.02% of the 13F portfolio, value $468,963.

    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 27,850 shares
    Change vs previous 13F +2,546 shares

    0.02% of the 13F portfolio, value $464,538.

    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 25,304 shares
    Change vs previous 13F +2,062 shares

    0.03% of the 13F portfolio, value $418,275.

    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 23,242 shares
    Change vs previous 13F +4,192 shares

    0.03% of the 13F portfolio, value $379,077.

    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 19,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $305,753.

    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).