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Paychex shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $522k 4.7k 112.18
2025-09-30 $286k 2.3k 126.75
2025-06-30 $304k 2.1k 145.43
2025-03-31 $339k 2.2k 154.46
2024-12-31 $517k 3.7k 140.26
2024-09-30 $597k 4.5k 133.82
2024-06-30 $742k 6.3k 118.56
2024-03-31 $429k 3.5k 122.80
2023-12-31 $318k 2.7k 119.12