Skip to content
Disclosery

PAX Financial Group, LLC: SMMU position timeline

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

PAX Financial Group, LLC held 40,249 SMMU 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 40,249 shares
    Change vs previous 13F +138 shares

    0.3% of the 13F portfolio, value $2,032,575.

    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 40,111 shares
    Change vs previous 13F +83 shares

    0.35% of the 13F portfolio, value $2,023,600.

    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 40,028 shares
    Change vs previous 13F +144 shares

    0.35% of the 13F portfolio, value $2,018,612.

    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 39,884 shares
    Change vs previous 13F -5,558 shares

    0.36% of the 13F portfolio, value $2,016,934.

    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 45,442 shares
    Change vs previous 13F -9,393 shares

    0.44% of the 13F portfolio, value $2,279,825.

    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 54,835 shares
    Change vs previous 13F +5,357 shares

    0.49% of the 13F portfolio, value $2,742,847.

    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 49,478 shares
    Change vs previous 13F -1,884 shares

    0.44% of the 13F portfolio, value $2,465,984.

    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 51,362 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,593,781.

    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).