Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: FELC position timeline

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

SAX WEALTH ADVISORS, LLC held 111,326 FELC 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 111,326 shares
    Change vs previous 13F +2,608 shares

    0.14% of the 13F portfolio, value $4,822,661.

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

  2. period ended2026-06-30
    13F 108,718 shares
    Change vs previous 13F +2,767 shares

    0.16% of the 13F portfolio, value $3,943,187.

    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 105,951 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,044,168.

    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 105,951 shares
    Change vs previous 13F +20,656 shares

    0.19% of the 13F portfolio, value $4,044,168.

    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 85,295 shares
    Change vs previous 13F +19,363 shares

    0.17% of the 13F portfolio, value $3,178,936.

    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 65,932 shares
    Change vs previous 13F +12,677 shares

    0.14% of the 13F portfolio, value $2,273,997.

    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 53,255 shares
    Change vs previous 13F +9,758 shares

    0.12% of the 13F portfolio, value $1,661,021.

    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 43,497 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,432,346.

    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).