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Disclosery

PAX Financial Group, LLC: BSMS position timeline

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

PAX Financial Group, LLC held 47,352 BSMS 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 47,352 shares
    Change vs previous 13F +492 shares

    0.16% of the 13F portfolio, value $1,109,931.

    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 46,860 shares
    Change vs previous 13F -1,205 shares

    0.19% of the 13F portfolio, value $1,096,299.

    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 48,065 shares
    Change vs previous 13F +48,065 shares

    0.19% of the 13F portfolio, value $1,129,528.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,883 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 13,883 shares
    Change vs previous 13F +5,198 shares

    0.06% of the 13F portfolio, value $321,739.

    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).

  6. period ended2024-12-31
    13F 8,685 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $202,621.

    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).