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Disclosery

PAX Financial Group, LLC: ISMD position timeline

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

PAX Financial Group, LLC held 200,796 ISMD 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 200,796 shares
    Change vs previous 13F +862 shares

    1.49% of the 13F portfolio, value $10,039,204.

    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 199,934 shares
    Change vs previous 13F +2,253 shares

    1.36% of the 13F portfolio, value $7,991,349.

    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 197,681 shares
    Change vs previous 13F +4,142 shares

    1.32% of the 13F portfolio, value $7,626,521.

    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 193,539 shares
    Change vs previous 13F +123 shares

    1.36% of the 13F portfolio, value $7,520,926.

    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 193,416 shares
    Change vs previous 13F -30,630 shares

    1.31% of the 13F portfolio, value $6,872,070.

    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 224,046 shares
    Change vs previous 13F -16,297 shares

    1.35% of the 13F portfolio, value $7,644,450.

    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 240,343 shares
    Change vs previous 13F -14,945 shares

    1.61% of the 13F portfolio, value $9,017,669.

    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 255,288 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $9,675,415.

    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).