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Paychex shares owned by Essential Planning

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 15k 141.91

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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Dimensional Etf Trust Short Duration F (DFSD)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Paychex

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Bank of New York Mellon
Morgan Stanley
Northern Trust
Select Equity
Invesco
Dimensional Fund Advisors
UBS Group
Ubs Global Asset Management Americas

View all funds holding Paychex