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Disclosery

PAX Financial Group, LLC: MUNI position timeline

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

PAX Financial Group, LLC held 70,788 MUNI 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 70,788 shares
    Change vs previous 13F +3,880 shares

    0.55% of the 13F portfolio, value $3,723,449.

    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 66,908 shares
    Change vs previous 13F +1,222 shares

    0.6% of the 13F portfolio, value $3,491,946.

    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 65,686 shares
    Change vs previous 13F +10,187 shares

    0.59% of the 13F portfolio, value $3,442,616.

    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 55,499 shares
    Change vs previous 13F -2,818 shares

    0.52% of the 13F portfolio, value $2,901,498.

    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 58,317 shares
    Change vs previous 13F -15,462 shares

    0.57% of the 13F portfolio, value $2,995,167.

    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 73,779 shares
    Change vs previous 13F +5,894 shares

    0.67% of the 13F portfolio, value $3,803,313.

    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 67,885 shares
    Change vs previous 13F +1,404 shares

    0.63% of the 13F portfolio, value $3,511,701.

    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 66,481 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,522,170.

    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).