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SAX WEALTH ADVISORS, LLC: MUB position timeline

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

SAX WEALTH ADVISORS, LLC held 37,754 MUB 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 37,754 shares
    Change vs previous 13F -2,124 shares

    0.11% of the 13F portfolio, value $3,816,902.

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

  2. period ended2026-06-30
    13F 39,878 shares
    Change vs previous 13F +4,126 shares

    0.17% of the 13F portfolio, value $4,233,083.

    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 35,752 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,829,351.

    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 35,752 shares
    Change vs previous 13F +4,839 shares

    0.18% of the 13F portfolio, value $3,829,351.

    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 30,913 shares
    Change vs previous 13F +9,797 shares

    0.18% of the 13F portfolio, value $3,291,920.

    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 21,116 shares
    Change vs previous 13F +5,901 shares

    0.13% of the 13F portfolio, value $2,206,239.

    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 15,215 shares
    Change vs previous 13F -3,235 shares

    0.11% of the 13F portfolio, value $1,604,310.

    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 18,450 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,965,862.

    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).