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SAX WEALTH ADVISORS, LLC: BSV position timeline

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

SAX WEALTH ADVISORS, LLC held 229,254 BSV 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 229,254 shares
    Change vs previous 13F -11,330 shares

    0.5% of the 13F portfolio, value $17,515,006.

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

  2. period ended2026-06-30
    13F 240,584 shares
    Change vs previous 13F +212,892 shares

    0.77% of the 13F portfolio, value $18,864,195.

    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 27,692 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,182,375.

    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 27,692 shares
    Change vs previous 13F +15,952 shares

    0.1% of the 13F portfolio, value $2,182,375.

    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 11,740 shares
    Change vs previous 13F -2,521 shares

    0.05% of the 13F portfolio, value $926,433.

    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 14,261 shares
    Change vs previous 13F +2,282 shares

    0.07% of the 13F portfolio, value $1,122,340.

    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 11,979 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $937,716.

    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).