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Disclosery

PAX Financial Group, LLC: IVV position timeline

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

PAX Financial Group, LLC held 111,568 IVV 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 111,568 shares
    Change vs previous 13F +49,865 shares

    12.42% of the 13F portfolio, value $83,552,092.

    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 61,703 shares
    Change vs previous 13F +16,315 shares

    6.88% of the 13F portfolio, value $40,304,892.

    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 45,388 shares
    Change vs previous 13F +3,830 shares

    5.36% of the 13F portfolio, value $31,087,881.

    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 41,558 shares
    Change vs previous 13F +3,815 shares

    5.01% of the 13F portfolio, value $27,814,542.

    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 37,743 shares
    Change vs previous 13F -37,583 shares

    4.48% of the 13F portfolio, value $23,434,381.

    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 75,326 shares
    Change vs previous 13F -3,143 shares

    7.5% of the 13F portfolio, value $42,325,421.

    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 78,469 shares
    Change vs previous 13F +1,267 shares

    8.27% of the 13F portfolio, value $46,193,380.

    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 77,202 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $44,531,821.

    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).