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Disclosery

PAX Financial Group, LLC: BIV position timeline

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

PAX Financial Group, LLC held 3,727 BIV 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 3,727 shares
    Change vs previous 13F -106 shares

    0.04% of the 13F portfolio, value $285,861.

    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 3,833 shares
    Change vs previous 13F -174 shares

    0.05% of the 13F portfolio, value $295,831.

    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 4,007 shares
    Change vs previous 13F -11,977 shares

    0.05% of the 13F portfolio, value $312,065.

    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 15,984 shares
    Change vs previous 13F -2,043 shares

    0.22% of the 13F portfolio, value $1,248,191.

    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 18,027 shares
    Change vs previous 13F -515 shares

    0.27% of the 13F portfolio, value $1,394,208.

    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 18,542 shares
    Change vs previous 13F -2,410 shares

    0.25% of the 13F portfolio, value $1,419,761.

    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 20,952 shares
    Change vs previous 13F +1,040 shares

    0.28% of the 13F portfolio, value $1,565,743.

    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 19,912 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,560,503.

    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).