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SAX WEALTH ADVISORS, LLC: FLOT position timeline

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

SAX WEALTH ADVISORS, LLC held 194,711 FLOT 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 194,711 shares
    Change vs previous 13F -27,654 shares

    0.28% of the 13F portfolio, value $9,939,991.

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

  2. period ended2026-06-30
    13F 222,365 shares
    Change vs previous 13F -22,518 shares

    0.46% of the 13F portfolio, value $11,329,504.

    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 244,883 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $12,454,763.

    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 244,883 shares
    Change vs previous 13F +136,028 shares

    0.59% of the 13F portfolio, value $12,454,763.

    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 108,855 shares
    Change vs previous 13F -14,671 shares

    0.3% of the 13F portfolio, value $5,560,851.

    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 123,526 shares
    Change vs previous 13F -9,141 shares

    0.38% of the 13F portfolio, value $6,302,309.

    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 132,667 shares
    Change vs previous 13F +56,207 shares

    0.48% of the 13F portfolio, value $6,772,657.

    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 76,460 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,890,301.

    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).