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Disclosery

PAX Financial Group, LLC: IBD position timeline

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

PAX Financial Group, LLC held 348,665 IBD 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 348,665 shares
    Change vs previous 13F +4,669 shares

    1.23% of the 13F portfolio, value $8,287,765.

    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 343,996 shares
    Change vs previous 13F +5,300 shares

    1.4% of the 13F portfolio, value $8,206,706.

    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 338,696 shares
    Change vs previous 13F +7,062 shares

    1.41% of the 13F portfolio, value $8,196,451.

    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 331,634 shares
    Change vs previous 13F -35,514 shares

    1.44% of the 13F portfolio, value $8,008,960.

    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 367,148 shares
    Change vs previous 13F -52,186 shares

    1.68% of the 13F portfolio, value $8,815,223.

    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 419,334 shares
    Change vs previous 13F -11,863 shares

    1.77% of the 13F portfolio, value $9,959,171.

    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 431,197 shares
    Change vs previous 13F -37,952 shares

    1.81% of the 13F portfolio, value $10,107,251.

    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 469,149 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $11,297,117.

    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).