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Disclosery

PAX Financial Group, LLC: IVE position timeline

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

PAX Financial Group, LLC held 118,225 IVE 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 118,225 shares
    Change vs previous 13F -26,658 shares

    3.99% of the 13F portfolio, value $26,844,169.

    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 144,883 shares
    Change vs previous 13F +4,640 shares

    5.22% of the 13F portfolio, value $30,592,045.

    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 140,243 shares
    Change vs previous 13F +53,752 shares

    5.13% of the 13F portfolio, value $29,741,333.

    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 86,491 shares
    Change vs previous 13F +9,053 shares

    3.22% of the 13F portfolio, value $17,861,256.

    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 77,438 shares
    Change vs previous 13F +10,171 shares

    2.89% of the 13F portfolio, value $15,132,934.

    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 67,267 shares
    Change vs previous 13F +21,773 shares

    2.27% of the 13F portfolio, value $12,819,745.

    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 45,494 shares
    Change vs previous 13F +3,447 shares

    1.55% of the 13F portfolio, value $8,683,895.

    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 42,047 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $8,290,407.

    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).