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GeoWealth Management, LLC: PAYX position timeline

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

GeoWealth Management, LLC held 1,168 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,168 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $114,819.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 962 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $88,589.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 965 shares
    Change vs previous 13F -749 shares

    <0.01% of the 13F portfolio, value $108,199.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 1,714 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $217,316.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 1,767 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $257,069.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 2,042 shares
    Change vs previous 13F -2,078 shares

    0.01% of the 13F portfolio, value $315,082.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 4,120 shares
    Change vs previous 13F +84 shares

    0.02% of the 13F portfolio, value $577,727.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 4,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $541,596.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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