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Disclosery

PAX Financial Group, LLC: PMBS position timeline

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

PAX Financial Group, LLC held 80,934 PMBS 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 80,934 shares
    Change vs previous 13F +7,323 shares

    0.59% of the 13F portfolio, value $3,996,521.

    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 73,611 shares
    Change vs previous 13F +11,073 shares

    0.62% of the 13F portfolio, value $3,651,106.

    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 62,538 shares
    Change vs previous 13F +11,846 shares

    0.54% of the 13F portfolio, value $3,107,826.

    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 50,692 shares
    Change vs previous 13F +25,065 shares

    0.45% of the 13F portfolio, value $2,517,218.

    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 25,627 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,257,004.

    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).