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PAX Financial Group, LLC: PYLD position timeline

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

PAX Financial Group, LLC held 353,346 PYLD 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 353,346 shares
    Change vs previous 13F +51,224 shares

    1.39% of the 13F portfolio, value $9,370,736.

    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 302,122 shares
    Change vs previous 13F +31,112 shares

    1.35% of the 13F portfolio, value $7,915,596.

    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 271,010 shares
    Change vs previous 13F +34,115 shares

    1.25% of the 13F portfolio, value $7,230,547.

    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 236,895 shares
    Change vs previous 13F +12,428 shares

    1.15% of the 13F portfolio, value $6,358,262.

    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 224,467 shares
    Change vs previous 13F -56,894 shares

    1.14% of the 13F portfolio, value $5,957,354.

    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 281,361 shares
    Change vs previous 13F +55,794 shares

    1.31% of the 13F portfolio, value $7,413,868.

    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 225,567 shares
    Change vs previous 13F +45,767 shares

    1.05% of the 13F portfolio, value $5,846,695.

    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 179,800 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,791,670.

    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).