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PAX Financial Group, LLC: SPAB position timeline

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

PAX Financial Group, LLC held 264,698 SPAB 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 264,698 shares
    Change vs previous 13F -5,109 shares

    1% of the 13F portfolio, value $6,755,093.

    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 269,807 shares
    Change vs previous 13F +18,227 shares

    1.18% of the 13F portfolio, value $6,912,455.

    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 251,580 shares
    Change vs previous 13F -46,290 shares

    1.12% of the 13F portfolio, value $6,478,185.

    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 297,870 shares
    Change vs previous 13F -758 shares

    1.39% of the 13F portfolio, value $7,699,940.

    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 298,628 shares
    Change vs previous 13F -35,524 shares

    1.46% of the 13F portfolio, value $7,644,877.

    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 334,152 shares
    Change vs previous 13F +4,582 shares

    1.51% of the 13F portfolio, value $8,534,240.

    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 329,570 shares
    Change vs previous 13F -41,305 shares

    1.47% of the 13F portfolio, value $8,235,943.

    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 370,875 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $9,694,673.

    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).