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Disclosery

PAX Financial Group, LLC: SPYG position timeline

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

PAX Financial Group, LLC held 44,045 SPYG 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 44,045 shares
    Change vs previous 13F +7,863 shares

    0.78% of the 13F portfolio, value $5,240,915.

    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 36,182 shares
    Change vs previous 13F -12,948 shares

    0.6% of the 13F portfolio, value $3,542,580.

    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 49,130 shares
    Change vs previous 13F -4,387 shares

    0.9% of the 13F portfolio, value $5,242,171.

    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 53,517 shares
    Change vs previous 13F -3,618 shares

    1.01% of the 13F portfolio, value $5,593,062.

    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 57,135 shares
    Change vs previous 13F +5,615 shares

    1.04% of the 13F portfolio, value $5,446,108.

    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 51,520 shares
    Change vs previous 13F -13,151 shares

    0.73% of the 13F portfolio, value $4,140,649.

    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 64,671 shares
    Change vs previous 13F -753 shares

    1.02% of the 13F portfolio, value $5,684,564.

    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 65,424 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,426,303.

    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).