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Disclosery

PAX Financial Group, LLC: IUSB position timeline

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

PAX Financial Group, LLC held 735,092 IUSB 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 735,092 shares
    Change vs previous 13F +181,304 shares

    5.04% of the 13F portfolio, value $33,924,493.

    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 553,788 shares
    Change vs previous 13F +21,407 shares

    4.36% of the 13F portfolio, value $25,579,459.

    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 532,381 shares
    Change vs previous 13F +40,637 shares

    4.27% of the 13F portfolio, value $24,777,017.

    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 491,744 shares
    Change vs previous 13F -25,343 shares

    4.14% of the 13F portfolio, value $22,969,347.

    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 517,087 shares
    Change vs previous 13F -89,141 shares

    4.57% of the 13F portfolio, value $23,904,924.

    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 606,228 shares
    Change vs previous 13F -49,748 shares

    4.95% of the 13F portfolio, value $27,934,992.

    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 655,976 shares
    Change vs previous 13F -52,381 shares

    5.31% of the 13F portfolio, value $29,650,093.

    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 708,357 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $33,377,797.

    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).