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SAX WEALTH ADVISORS, LLC: FTEC position timeline

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

SAX WEALTH ADVISORS, LLC held 17,550 FTEC 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 17,550 shares
    Change vs previous 13F +3,060 shares

    0.15% of the 13F portfolio, value $5,266,126.

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

  2. period ended2026-06-30
    13F 14,490 shares
    Change vs previous 13F +3,315 shares

    0.12% of the 13F portfolio, value $3,014,663.

    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 11,175 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,510,658.

    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 11,175 shares
    Change vs previous 13F +3,643 shares

    0.12% of the 13F portfolio, value $2,510,658.

    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 7,532 shares
    Change vs previous 13F +3,551 shares

    0.09% of the 13F portfolio, value $1,673,343.

    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 3,981 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $785,156.

    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).