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PAX Financial Group, LLC: NDAQ position timeline

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

PAX Financial Group, LLC held 5,699 NDAQ 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 5,699 shares
    Change vs previous 13F -1,057 shares

    0.07% of the 13F portfolio, value $449,173.

    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 6,756 shares
    Change vs previous 13F -1,598 shares

    0.1% of the 13F portfolio, value $573,535.

    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 8,354 shares
    Change vs previous 13F -841 shares

    0.14% of the 13F portfolio, value $811,417.

    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 9,195 shares
    Change vs previous 13F -812 shares

    0.15% of the 13F portfolio, value $813,276.

    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 10,007 shares
    Change vs previous 13F -2,194 shares

    0.17% of the 13F portfolio, value $894,789.

    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 12,201 shares
    Change vs previous 13F +1,210 shares

    0.16% of the 13F portfolio, value $925,600.

    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 10,991 shares
    Change vs previous 13F -409 shares

    0.15% of the 13F portfolio, value $849,734.

    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 11,400 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $832,320.

    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).