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Disclosery

PAX Financial Group, LLC: SPDW position timeline

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

PAX Financial Group, LLC held 85,711 SPDW 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 85,711 shares
    Change vs previous 13F -3,661 shares

    0.64% of the 13F portfolio, value $4,318,977.

    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 89,372 shares
    Change vs previous 13F -8,390 shares

    0.7% of the 13F portfolio, value $4,079,832.

    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 97,762 shares
    Change vs previous 13F -9,301 shares

    0.75% of the 13F portfolio, value $4,341,610.

    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 107,063 shares
    Change vs previous 13F -141 shares

    0.83% of the 13F portfolio, value $4,581,226.

    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 107,204 shares
    Change vs previous 13F -23,909 shares

    0.83% of the 13F portfolio, value $4,340,690.

    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 131,113 shares
    Change vs previous 13F -4,673 shares

    0.85% of the 13F portfolio, value $4,773,837.

    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 135,786 shares
    Change vs previous 13F +1,226 shares

    0.83% of the 13F portfolio, value $4,634,388.

    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 134,560 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $5,054,080.

    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).