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Disclosery

PAX Financial Group, LLC: ESUM position timeline

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

PAX Financial Group, LLC held 163,445 ESUM 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 163,445 shares
    Change vs previous 13F +2,630 shares

    0.74% of the 13F portfolio, value $5,007,134.

    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 160,815 shares
    Change vs previous 13F +3,928 shares

    0.72% of the 13F portfolio, value $4,210,137.

    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 156,887 shares
    Change vs previous 13F -13,075 shares

    0.73% of the 13F portfolio, value $4,224,967.

    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 169,962 shares
    Change vs previous 13F +1,143 shares

    0.83% of the 13F portfolio, value $4,619,567.

    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 168,819 shares
    Change vs previous 13F -50,841 shares

    0.84% of the 13F portfolio, value $4,387,825.

    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 219,660 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,186,085.

    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).