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
Download as csvQuarterly 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 |