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Disclosery

PAX Financial Group, LLC: SPTM position timeline

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

PAX Financial Group, LLC held 71,053 SPTM 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 71,053 shares
    Change vs previous 13F -3,026 shares

    0.96% of the 13F portfolio, value $6,450,902.

    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 74,079 shares
    Change vs previous 13F -4,091 shares

    1% of the 13F portfolio, value $5,856,686.

    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 78,170 shares
    Change vs previous 13F -7,739 shares

    1.11% of the 13F portfolio, value $6,449,025.

    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 85,909 shares
    Change vs previous 13F -2,448 shares

    1.25% of the 13F portfolio, value $6,928,561.

    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 88,357 shares
    Change vs previous 13F -12,643 shares

    1.26% of the 13F portfolio, value $6,617,056.

    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 101,000 shares
    Change vs previous 13F -2,762 shares

    1.22% of the 13F portfolio, value $6,869,003.

    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 103,762 shares
    Change vs previous 13F -8,845 shares

    1.33% of the 13F portfolio, value $7,411,688.

    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 112,607 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $7,889,229.

    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).