Skip to content
Disclosery

PAX Financial Group, LLC: IVW position timeline

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

PAX Financial Group, LLC held 233,600 IVW 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 233,600 shares
    Change vs previous 13F +9,074 shares

    4.77% of the 13F portfolio, value $32,127,008.

    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 224,526 shares
    Change vs previous 13F +17,698 shares

    4.33% of the 13F portfolio, value $25,396,136.

    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 206,828 shares
    Change vs previous 13F +18,476 shares

    4.4% of the 13F portfolio, value $25,493,619.

    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 188,352 shares
    Change vs previous 13F +8,620 shares

    4.1% of the 13F portfolio, value $22,737,853.

    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 179,732 shares
    Change vs previous 13F -15,229 shares

    3.78% of the 13F portfolio, value $19,788,493.

    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 194,961 shares
    Change vs previous 13F +10,484 shares

    3.21% of the 13F portfolio, value $18,098,230.

    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 184,477 shares
    Change vs previous 13F +6,035 shares

    3.35% of the 13F portfolio, value $18,729,950.

    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 178,442 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $17,085,822.

    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).