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SAX WEALTH ADVISORS, LLC: FVAL position timeline

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

SAX WEALTH ADVISORS, LLC held 110,577 FVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,577 shares
    Change vs previous 13F -3,221 shares

    0.31% of the 13F portfolio, value $7,674,066.

    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).

  2. period ended2026-03-31
    13F 113,798 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $8,224,165.

    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).

  3. period ended2025-12-31
    13F 113,798 shares
    Change vs previous 13F +29,848 shares

    0.39% of the 13F portfolio, value $8,224,165.

    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).

  4. period ended2025-09-30
    13F 83,950 shares
    Change vs previous 13F +19,172 shares

    0.31% of the 13F portfolio, value $5,781,639.

    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).

  5. period ended2025-06-30
    13F 64,778 shares
    Change vs previous 13F +5,576 shares

    0.25% of the 13F portfolio, value $4,137,371.

    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).

  6. period ended2025-03-31
    13F 59,202 shares
    Change vs previous 13F +26,596 shares

    0.25% of the 13F portfolio, value $3,527,847.

    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).

  7. period ended2024-12-31
    13F 32,606 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,006,022.

    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).