Skip to content
Disclosery

PAX Financial Group, LLC: HEFA position timeline

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

PAX Financial Group, LLC held 10,559 HEFA 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 10,559 shares
    Change vs previous 13F +1,209 shares

    0.07% of the 13F portfolio, value $495,481.

    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 9,350 shares
    Change vs previous 13F -1,442 shares

    0.07% of the 13F portfolio, value $397,328.

    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 10,792 shares
    Change vs previous 13F -9,154 shares

    0.08% of the 13F portfolio, value $446,357.

    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 19,946 shares
    Change vs previous 13F -2,812 shares

    0.14% of the 13F portfolio, value $790,061.

    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 22,758 shares
    Change vs previous 13F -61,326 shares

    0.17% of the 13F portfolio, value $863,894.

    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 84,084 shares
    Change vs previous 13F +57,709 shares

    0.54% of the 13F portfolio, value $3,051,408.

    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 26,375 shares
    Change vs previous 13F -1,857 shares

    0.16% of the 13F portfolio, value $916,531.

    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 28,232 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $999,977.

    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).