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SAX WEALTH ADVISORS, LLC: LQD position timeline

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

SAX WEALTH ADVISORS, LLC held 48,728 LQD 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 48,728 shares
    Change vs previous 13F -15,924 shares

    0.14% of the 13F portfolio, value $4,979,027.

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

  2. period ended2026-06-30
    13F 64,652 shares
    Change vs previous 13F +12,837 shares

    0.29% of the 13F portfolio, value $7,046,384.

    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 51,815 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $5,709,495.

    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 51,815 shares
    Change vs previous 13F +5,413 shares

    0.27% of the 13F portfolio, value $5,709,495.

    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 46,402 shares
    Change vs previous 13F -8,055 shares

    0.28% of the 13F portfolio, value $5,172,468.

    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 54,457 shares
    Change vs previous 13F +4,328 shares

    0.36% of the 13F portfolio, value $5,969,032.

    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 50,129 shares
    Change vs previous 13F +3,490 shares

    0.39% of the 13F portfolio, value $5,448,521.

    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 46,639 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,982,911.

    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).