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Disclosery

PAX Financial Group, LLC: FDLS position timeline

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

PAX Financial Group, LLC held 102,053 FDLS 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 102,053 shares
    Change vs previous 13F -81 shares

    0.64% of the 13F portfolio, value $4,313,790.

    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 102,134 shares
    Change vs previous 13F -324 shares

    0.64% of the 13F portfolio, value $3,772,848.

    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 102,458 shares
    Change vs previous 13F +403 shares

    0.63% of the 13F portfolio, value $3,661,840.

    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 102,055 shares
    Change vs previous 13F -6,155 shares

    0.64% of the 13F portfolio, value $3,563,729.

    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 108,210 shares
    Change vs previous 13F -63,300 shares

    0.66% of the 13F portfolio, value $3,435,074.

    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 171,510 shares
    Change vs previous 13F -14,552 shares

    0.86% of the 13F portfolio, value $4,828,478.

    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 186,062 shares
    Change vs previous 13F -7,927 shares

    0.98% of the 13F portfolio, value $5,480,665.

    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 193,989 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $6,099,005.

    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).