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Beverly Hills Private Wealth, LLC: PAYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beverly Hills Private Wealth, LLC on PAYX, newest first. How the timeline and the estimate are built.

Beverly Hills Private Wealth, LLC held 3,723 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,723 shares
    Change vs previous 13F -9,401 shares

    0.07% of the 13F portfolio, value $366,083.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,124 shares
    Change vs previous 13F -151 shares

    0.2% of the 13F portfolio, value $1,209,022.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 13,275 shares
    Change vs previous 13F -810 shares

    0.26% of the 13F portfolio, value $1,489,189.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,085 shares
    Change vs previous 13F -491 shares

    0.32% of the 13F portfolio, value $1,785,514.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,576 shares
    Change vs previous 13F -754 shares

    0.4% of the 13F portfolio, value $2,120,200.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,330 shares
    Change vs previous 13F -131 shares

    0.47% of the 13F portfolio, value $2,365,112.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,461 shares
    Change vs previous 13F -645 shares

    0.44% of the 13F portfolio, value $2,167,925.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,106 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,161,248.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).