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SAX WEALTH ADVISORS, LLC: MBB position timeline

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

SAX WEALTH ADVISORS, LLC held 79,719 MBB 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 79,719 shares
    Change vs previous 13F +12,192 shares

    0.31% of the 13F portfolio, value $7,569,329.

    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 67,527 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $6,429,899.

    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 67,527 shares
    Change vs previous 13F +62,658 shares

    0.3% of the 13F portfolio, value $6,429,899.

    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 4,869 shares
    Change vs previous 13F -417 shares

    0.02% of the 13F portfolio, value $463,269.

    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 5,286 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $496,309.

    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).