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SAX WEALTH ADVISORS, LLC: FNDE position timeline

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

SAX WEALTH ADVISORS, LLC held 171,069 FNDE 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 171,069 shares
    Change vs previous 13F -117,847 shares

    0.2% of the 13F portfolio, value $7,162,647.

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

  2. period ended2026-06-30
    13F 288,916 shares
    Change vs previous 13F +18,287 shares

    0.45% of the 13F portfolio, value $11,053,924.

    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 270,629 shares
    Change vs previous 13F -1,315 shares

    0.47% of the 13F portfolio, value $9,758,890.

    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 271,944 shares
    Change vs previous 13F +24,555 shares

    0.46% of the 13F portfolio, value $9,806,309.

    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 247,389 shares
    Change vs previous 13F +57,490 shares

    0.48% of the 13F portfolio, value $8,945,576.

    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 189,899 shares
    Change vs previous 13F +50,335 shares

    0.38% of the 13F portfolio, value $6,268,567.

    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 139,564 shares
    Change vs previous 13F +58,196 shares

    0.31% of the 13F portfolio, value $4,298,583.

    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 81,368 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,363,751.

    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).