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SAX WEALTH ADVISORS, LLC: FBND position timeline

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

SAX WEALTH ADVISORS, LLC held 6,727,943 FBND 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 6,727,943 shares
    Change vs previous 13F +2,236,473 shares

    8.31% of the 13F portfolio, value $291,319,912.

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

  2. period ended2026-06-30
    13F 4,491,470 shares
    Change vs previous 13F +492,774 shares

    8.33% of the 13F portfolio, value $204,900,855.

    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 3,998,696 shares
    Change vs previous 13F -36,705 shares

    8.92% of the 13F portfolio, value $184,099,943.

    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 4,035,401 shares
    Change vs previous 13F +627,906 shares

    8.74% of the 13F portfolio, value $185,789,842.

    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 3,407,495 shares
    Change vs previous 13F +762,741 shares

    8.47% of the 13F portfolio, value $157,562,560.

    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 2,644,754 shares
    Change vs previous 13F +774,471 shares

    7.31% of the 13F portfolio, value $120,997,474.

    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 1,870,283 shares
    Change vs previous 13F +475,648 shares

    6.11% of the 13F portfolio, value $85,378,397.

    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 1,394,635 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $62,577,256.

    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).