PAX Financial Group, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PAX Financial Group, LLC on MBB, newest first. How the timeline and the estimate are built.
PAX Financial Group, LLC held 86,816 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 86,816 sharesChange vs previous 13F +4,372 shares
1.22% of the 13F portfolio, value $8,205,842.
13F-HR 0001104659-26-091050 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,444 sharesChange vs previous 13F +2,295 shares
1.34% of the 13F portfolio, value $7,828,025.
13F-HR 0001104659-26-049342 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 80,149 sharesChange vs previous 13F +9,722 shares
1.32% of the 13F portfolio, value $7,631,772.
13F-HR 0001104659-26-010754 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 70,427 sharesChange vs previous 13F +3,924 shares
1.21% of the 13F portfolio, value $6,701,144.
13F-HR 0001104659-25-106000 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66,503 sharesChange vs previous 13F -8,283 shares
1.19% of the 13F portfolio, value $6,243,958.
13F-HR 0001104659-25-076000 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 74,786 sharesChange vs previous 13F -10,675 shares
1.24% of the 13F portfolio, value $7,013,394.
13F-HR 0001104659-25-043927 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 85,461 sharesChange vs previous 13F -2,363 shares
1.4% of the 13F portfolio, value $7,835,037.
13F-HR 0001104659-25-012223 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 87,824 sharesChange vs previous 13F not available
1.51% of the 13F portfolio, value $8,414,422.
13F-HR 0001104659-24-117408 filed by PAX Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).