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Disclosery

PAX Financial Group, LLC: WTMF position timeline

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

PAX Financial Group, LLC held 14,150 WTMF 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 14,150 shares
    Change vs previous 13F -75 shares

    0.09% of the 13F portfolio, value $578,028.

    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 14,225 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $564,531.

    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 14,169 shares
    Change vs previous 13F +1,205 shares

    0.09% of the 13F portfolio, value $538,705.

    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 12,964 shares
    Change vs previous 13F +727 shares

    0.09% of the 13F portfolio, value $491,142.

    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 12,237 shares
    Change vs previous 13F +246 shares

    0.08% of the 13F portfolio, value $432,038.

    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 11,991 shares
    Change vs previous 13F +4,220 shares

    0.07% of the 13F portfolio, value $409,253.

    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 7,771 shares
    Change vs previous 13F +922 shares

    0.05% of the 13F portfolio, value $271,441.

    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 6,849 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $243,279.

    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).