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Disclosery

PAX Financial Group, LLC: EFV position timeline

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

PAX Financial Group, LLC held 117,311 EFV 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 117,311 shares
    Change vs previous 13F -169,299 shares

    1.33% of the 13F portfolio, value $8,980,167.

    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 286,610 shares
    Change vs previous 13F +10,107 shares

    3.63% of the 13F portfolio, value $21,309,474.

    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 276,503 shares
    Change vs previous 13F -4,165 shares

    3.4% of the 13F portfolio, value $19,745,099.

    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 280,668 shares
    Change vs previous 13F -14,547 shares

    3.43% of the 13F portfolio, value $19,037,723.

    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 295,215 shares
    Change vs previous 13F +83,778 shares

    3.58% of the 13F portfolio, value $18,740,260.

    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 211,437 shares
    Change vs previous 13F -26,709 shares

    2.21% of the 13F portfolio, value $12,462,109.

    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 238,146 shares
    Change vs previous 13F +22,593 shares

    2.24% of the 13F portfolio, value $12,495,531.

    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 215,553 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $12,400,765.

    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).