Skip to content
Disclosery

PAX Financial Group, LLC: MTUM position timeline

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

PAX Financial Group, LLC held 39,099 MTUM 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 39,099 shares
    Change vs previous 13F -6,926 shares

    1.99% of the 13F portfolio, value $13,404,310.

    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 46,025 shares
    Change vs previous 13F +5,683 shares

    1.88% of the 13F portfolio, value $11,045,540.

    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 40,342 shares
    Change vs previous 13F +16,054 shares

    1.74% of the 13F portfolio, value $10,098,006.

    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 24,288 shares
    Change vs previous 13F +1,913 shares

    1.12% of the 13F portfolio, value $6,228,658.

    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 22,375 shares
    Change vs previous 13F -443 shares

    1.03% of the 13F portfolio, value $5,377,160.

    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 22,818 shares
    Change vs previous 13F +1,654 shares

    0.82% of the 13F portfolio, value $4,612,202.

    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 21,164 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,379,255.

    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).