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Disclosery

PAX Financial Group, LLC: SWKS position timeline

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

PAX Financial Group, LLC held 15,662 SWKS 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 15,662 shares
    Change vs previous 13F -1,145 shares

    0.16% of the 13F portfolio, value $1,061,915.

    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 16,807 shares
    Change vs previous 13F -2,653 shares

    0.15% of the 13F portfolio, value $900,012.

    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 19,460 shares
    Change vs previous 13F +5,951 shares

    0.21% of the 13F portfolio, value $1,233,944.

    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 13,509 shares
    Change vs previous 13F -2,262 shares

    0.19% of the 13F portfolio, value $1,039,936.

    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 15,771 shares
    Change vs previous 13F -7,045 shares

    0.22% of the 13F portfolio, value $1,175,269.

    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 22,816 shares
    Change vs previous 13F +837 shares

    0.26% of the 13F portfolio, value $1,474,580.

    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 21,979 shares
    Change vs previous 13F +168 shares

    0.35% of the 13F portfolio, value $1,949,090.

    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 21,811 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,154,240.

    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).