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SAX WEALTH ADVISORS, LLC: FFSM position timeline

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

SAX WEALTH ADVISORS, LLC held 172,470 FFSM 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 172,470 shares
    Change vs previous 13F -10,509 shares

    0.17% of the 13F portfolio, value $5,834,676.

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

  2. period ended2026-06-30
    13F 182,979 shares
    Change vs previous 13F -9,902 shares

    0.24% of the 13F portfolio, value $5,846,166.

    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 192,881 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $5,919,530.

    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 192,881 shares
    Change vs previous 13F +35,720 shares

    0.28% of the 13F portfolio, value $5,919,530.

    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 157,161 shares
    Change vs previous 13F +40,353 shares

    0.25% of the 13F portfolio, value $4,590,675.

    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 116,808 shares
    Change vs previous 13F +15,203 shares

    0.19% of the 13F portfolio, value $3,176,010.

    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 101,605 shares
    Change vs previous 13F +47,858 shares

    0.18% of the 13F portfolio, value $2,564,510.

    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 53,747 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,444,719.

    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).