PRXV β€” PRAXIS FDS

Ownership history in LifeGuide Financial Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

LifeGuide Financial Advisors, LLC reported PRAXIS FDS (PRXV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.68% in 2026 Q1. The latest visible filing shows PRXV at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRXV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifeGuide Financial Advisors, LLC's position in PRAXIS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PRXV was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LifeGuide Financial Advisors, LLC held PRXV β€” position size vs. price
% of Fund (quarterly)    PRXV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 169,436 +4,641 +2.8% 1.68% $5.3M 2026-04-09 $32.22
2025 Q4 ADDED 164,795 +46,417 +39.2% 1.67% $5.0M 2026-01-05 $30.70
2025 Q3 ADDED 118,378 +1,016 +0.9% 1.25% $3.4M 2025-10-20 $29.42
2025 Q2 INITIATED 117,362 β€” β€” 1.23% $3.3M 2025-07-17 $28.13

🏒 Other funds also holding PRXV

As of 2026 Q1 β€” sorted by position size

Parkside Investments, LLC 3Y 7Y 0.07%

FAQ About LifeGuide Financial Advisors, LLC and PRXV

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifeGuide Financial Advisors, LLC reported owning PRXV?

LifeGuide Financial Advisors, LLC reported PRXV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PRXV position in LifeGuide Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for PRXV was 1.68% in 2026 Q1.

What is the latest reported PRXV position on this page?

The most recent filing on this page is 2026 Q1, when LifeGuide Financial Advisors, LLC reported 169,436 shares, equal to 1.68% of portfolio, with an estimated market value of $5.3M.

What does the chart on this PRXV ownership page compare?

The chart compares LifeGuide Financial Advisors, LLC's quarterly PRXV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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