SAX WEALTH ADVISORS, LLC: TFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAX WEALTH ADVISORS, LLC on TFLO, newest first. How the timeline and the estimate are built.
SAX WEALTH ADVISORS, LLC held 61,156 TFLO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 61,156 sharesChange vs previous 13F -14,636 shares
0.09% of the 13F portfolio, value $3,098,775.
13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
Accepted , ingested - period ended2026-06-3013F 75,792 sharesChange vs previous 13F -40,994 shares
0.16% of the 13F portfolio, value $3,837,349.
13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 116,786 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $5,893,022.
13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 116,786 sharesChange vs previous 13F +21,825 shares
0.28% of the 13F portfolio, value $5,893,022.
13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,961 sharesChange vs previous 13F -2,527 shares
0.26% of the 13F portfolio, value $4,804,077.
13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 97,488 sharesChange vs previous 13F -875 shares
0.3% of the 13F portfolio, value $4,937,767.
13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 98,363 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $4,983,070.
13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).