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Disclosery

PAX Financial Group, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PAX Financial Group, LLC on AGG, newest first. How the timeline and the estimate are built.

PAX Financial Group, LLC held 13,830 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,830 shares
    Change vs previous 13F +3,944 shares

    0.2% of the 13F portfolio, value $1,368,893.

    13F-HR 0001104659-26-091050 filed by PAX Financial Group, 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 9,886 shares
    Change vs previous 13F +3,318 shares

    0.17% of the 13F portfolio, value $981,383.

    13F-HR 0001104659-26-049342 filed by PAX Financial Group, 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 6,568 shares
    Change vs previous 13F +162 shares

    0.11% of the 13F portfolio, value $656,012.

    13F-HR 0001104659-26-010754 filed by PAX Financial Group, 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 6,406 shares
    Change vs previous 13F +610 shares

    0.12% of the 13F portfolio, value $642,202.

    13F-HR 0001104659-25-106000 filed by PAX Financial Group, 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 5,796 shares
    Change vs previous 13F +37 shares

    0.11% of the 13F portfolio, value $574,963.

    13F-HR 0001104659-25-076000 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,759 shares
    Change vs previous 13F +2,641 shares

    0.1% of the 13F portfolio, value $569,680.

    13F-HR 0001104659-25-043927 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,118 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $302,134.

    13F-HR 0001104659-25-012223 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,971 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $300,873.

    13F-HR 0001104659-24-117408 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).