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PAX Financial Group, LLC: BOND position timeline

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

PAX Financial Group, LLC held 155,402 BOND 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 155,402 shares
    Change vs previous 13F +13,719 shares

    2.13% of the 13F portfolio, value $14,329,601.

    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 141,683 shares
    Change vs previous 13F +8,412 shares

    2.23% of the 13F portfolio, value $13,074,507.

    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 133,271 shares
    Change vs previous 13F -621 shares

    2.14% of the 13F portfolio, value $12,404,820.

    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 133,892 shares
    Change vs previous 13F +4,046 shares

    2.25% of the 13F portfolio, value $12,498,792.

    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 129,846 shares
    Change vs previous 13F -32,839 shares

    2.29% of the 13F portfolio, value $11,969,201.

    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 162,685 shares
    Change vs previous 13F +5,986 shares

    2.67% of the 13F portfolio, value $15,043,496.

    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 156,699 shares
    Change vs previous 13F +7,553 shares

    2.54% of the 13F portfolio, value $14,168,750.

    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 149,146 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $14,110,666.

    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).