Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: FENI position timeline

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

SAX WEALTH ADVISORS, LLC held 132,570 FENI 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 132,570 shares
    Change vs previous 13F -6,308 shares

    0.15% of the 13F portfolio, value $5,290,855.

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

  2. period ended2026-06-30
    13F 138,878 shares
    Change vs previous 13F -23,078 shares

    0.21% of the 13F portfolio, value $5,166,265.

    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 161,956 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $5,924,358.

    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 161,956 shares
    Change vs previous 13F +31,350 shares

    0.28% of the 13F portfolio, value $5,924,358.

    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 130,606 shares
    Change vs previous 13F +24,108 shares

    0.25% of the 13F portfolio, value $4,607,777.

    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 106,498 shares
    Change vs previous 13F +4,778 shares

    0.21% of the 13F portfolio, value $3,542,129.

    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 101,720 shares
    Change vs previous 13F +33,714 shares

    0.22% of the 13F portfolio, value $3,027,181.

    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 68,006 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,872,198.

    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).