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PAX Financial Group, LLC: BSMQ position timeline

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

PAX Financial Group, LLC held 47,824 BSMQ 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 47,824 shares
    Change vs previous 13F +1,702 shares

    0.17% of the 13F portfolio, value $1,126,016.

    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 46,122 shares
    Change vs previous 13F -1,023 shares

    0.19% of the 13F portfolio, value $1,089,632.

    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 47,145 shares
    Change vs previous 13F +41 shares

    0.19% of the 13F portfolio, value $1,114,744.

    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 47,104 shares
    Change vs previous 13F -1,310 shares

    0.2% of the 13F portfolio, value $1,112,832.

    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 48,414 shares
    Change vs previous 13F -6,973 shares

    0.22% of the 13F portfolio, value $1,140,634.

    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 55,387 shares
    Change vs previous 13F +5,149 shares

    0.23% of the 13F portfolio, value $1,307,687.

    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 50,238 shares
    Change vs previous 13F +619 shares

    0.21% of the 13F portfolio, value $1,184,110.

    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 49,619 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,177,955.

    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).