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Disclosery

PAX Financial Group, LLC: IWF position timeline

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

PAX Financial Group, LLC held 31,204 IWF 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 31,204 shares
    Change vs previous 13F +23,104 shares

    0.58% of the 13F portfolio, value $3,874,643.

    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 8,100 shares
    Change vs previous 13F -1,024 shares

    0.59% of the 13F portfolio, value $3,453,950.

    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 9,124 shares
    Change vs previous 13F -509 shares

    0.74% of the 13F portfolio, value $4,318,501.

    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 9,633 shares
    Change vs previous 13F -339 shares

    0.81% of the 13F portfolio, value $4,512,293.

    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 9,972 shares
    Change vs previous 13F -459 shares

    0.81% of the 13F portfolio, value $4,233,993.

    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 10,431 shares
    Change vs previous 13F -1,444 shares

    0.67% of the 13F portfolio, value $3,766,590.

    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 11,875 shares
    Change vs previous 13F -747 shares

    0.85% of the 13F portfolio, value $4,768,818.

    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 12,622 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,738,088.

    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).