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SAX WEALTH ADVISORS, LLC: HYDB position timeline

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

SAX WEALTH ADVISORS, LLC held 99,841 HYDB 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 99,841 shares
    Change vs previous 13F -1,005 shares

    0.13% of the 13F portfolio, value $4,488,845.

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

  2. period ended2026-06-30
    13F 100,846 shares
    Change vs previous 13F -358 shares

    0.19% of the 13F portfolio, value $4,691,348.

    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 101,204 shares
    Change vs previous 13F -2,308 shares

    0.23% of the 13F portfolio, value $4,792,026.

    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 103,512 shares
    Change vs previous 13F -121,733 shares

    0.23% of the 13F portfolio, value $4,901,302.

    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 225,245 shares
    Change vs previous 13F +65,695 shares

    0.58% of the 13F portfolio, value $10,776,835.

    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 159,550 shares
    Change vs previous 13F +2,533 shares

    0.46% of the 13F portfolio, value $7,574,656.

    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 157,017 shares
    Change vs previous 13F +23,777 shares

    0.53% of the 13F portfolio, value $7,393,943.

    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 133,240 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,263,593.

    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).