Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: FNDX position timeline

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

SAX WEALTH ADVISORS, LLC held 125,618 FNDX 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 125,618 shares
    Change vs previous 13F +20,889 shares

    0.11% of the 13F portfolio, value $3,953,198.

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

  2. period ended2026-06-30
    13F 104,729 shares
    Change vs previous 13F +506 shares

    0.12% of the 13F portfolio, value $2,916,703.

    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 104,223 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,835,908.

    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 104,223 shares
    Change vs previous 13F +94,125 shares

    0.13% of the 13F portfolio, value $2,835,908.

    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 10,098 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $265,577.

    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 10,098 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $247,805.

    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 10,128 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $239,122.

    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).