PRXV — PRAXIS FDS

Ownership history in Smartleaf Asset Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Smartleaf Asset Management LLC reported a position in PRAXIS FDS (PRXV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.24% (2025 Q2)
Avg. % of fund
0.18%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,640 +64 +0.1% 0.11% $3.0M $30.32
2025 Q3 UNCHANGED 97,576 — 0% 0.18% $2.9M $29.55
2025 Q2 INITIATED 97,576 — — 0.24% $2.7M $28.10
% of Fund (quarterly)    PRXV price (monthly, adj. close)

Other funds also holding PRXV

As of 2025 Q4 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 1.67% EverSource Wealth Advisors, LLC 3Y 1.53% LGT Financial Advisors LLC 3Y 0.56% Parkside Investments, LLC 3Y 7Y 0.05% Kestra Advisory Services, LLC 3Y 0.02% HARBOUR INVESTMENTS, INC. 3Y 0.0%
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