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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

AB holding history

Alliancebernstein Holding L.P. in every 13F filed by Sax Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AB overviewAll 13F holders of ABFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q2 2021
Holdings of AB by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−6,117−100.0%Sold outHolders
Q3 20256,117$233.8K<0.1%00.0%UnchangedHolders
Q2 20256,117$249.8K<0.1%00.0%UnchangedHolders
Q1 20256,117$234.3K<0.1%−1,171−16.1%ReducedHolders
Q4 20247,288$270.3K<0.1%00.0%UnchangedHolders
Q3 20247,288$254.3K<0.1%00.0%UnchangedHolders
Q2 20247,288$246.3K<0.1%−1,200−14.1%ReducedHolders
Q1 20248,488$294.9K<0.1%00.0%UnchangedHolders
Q4 20238,488$263.4K<0.1%00.0%UnchangedHolders
Q3 20238,488$257.6K0.1%00.0%UnchangedHolders
Q2 20238,488$273.0K0.1%−5,415−38.9%ReducedHolders
Q1 202313,903$508.3K0.1%00.0%UnchangedHolders
Q4 202213,903$477.9K0.1%+700+5.3%AddedHolders
Q3 202213,203$463.0K0.1%−700−5.0%ReducedHolders
Q2 202213,903$578.0K0.1%+250+1.8%AddedHolders
Q1 202213,653$642.0K0.2%+400+3.0%AddedHolders
Q4 202113,253$647.0K0.1%+325+2.5%AddedHolders
Q3 202112,928$641.0K0.2%00.0%UnchangedHolders
Q2 202112,928$602.0K0.2%+12,928NewHolders