Paychex shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Paychex
Tip: Access up to 7 years of quarterly data
All positions including Paychex held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Paychex by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 3.0k | 126.75 |
| 2025-06-30 | $440k | 3.0k | 145.45 |
| 2025-03-31 | $467k | 3.0k | 154.27 |
| 2024-12-31 | $415k | 3.0k | 140.21 |
| 2024-09-30 | $397k | 3.0k | 134.18 |
| 2024-06-30 | $410k | 3.5k | 118.55 |
| 2024-03-31 | $539k | 4.4k | 122.79 |
| 2023-12-31 | $523k | 4.4k | 119.10 |
| 2023-09-30 | $532k | 4.6k | 115.32 |
| 2023-06-30 | $516k | 4.6k | 111.86 |
| 2023-03-31 | $528k | 4.6k | 114.58 |
| 2022-12-31 | $544k | 4.7k | 115.55 |
| 2022-09-30 | $528k | 4.7k | 112.20 |
| 2022-06-30 | $433k | 3.8k | 113.86 |
| 2022-03-31 | $518k | 3.8k | 136.46 |
| 2021-12-31 | $518k | 3.8k | 136.50 |
| 2021-09-30 | $426k | 3.8k | 112.44 |
| 2021-06-30 | $406k | 3.8k | 107.30 |
| 2021-03-31 | $371k | 3.8k | 98.02 |
| 2020-12-31 | $259k | 2.8k | 93.18 |
| 2020-09-30 | $222k | 2.8k | 79.77 |
| 2020-06-30 | $211k | 2.8k | 75.75 |
| 2019-12-31 | $237k | 2.8k | 85.06 |