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IVC Wealth Advisors LLC: PAYX position timeline

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

IVC Wealth Advisors LLC held 2,152 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,152 shares
    Change vs previous 13F -1,693 shares

    0.08% of the 13F portfolio, value $211,649.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors 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 3,845 shares
    Change vs previous 13F -3,304 shares

    0.15% of the 13F portfolio, value $354,224.

    13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors 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 7,149 shares
    Change vs previous 13F -1,641 shares

    0.35% of the 13F portfolio, value $802,004.

    13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors 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 8,790 shares
    Change vs previous 13F -1,213 shares

    0.5% of the 13F portfolio, value $1,114,198.

    13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors 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 10,003 shares
    Change vs previous 13F -838 shares

    0.71% of the 13F portfolio, value $1,455,018.

    13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors 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 10,841 shares
    Change vs previous 13F -966 shares

    0.9% of the 13F portfolio, value $1,672,576.

    13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors 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 11,807 shares
    Change vs previous 13F -241 shares

    0.93% of the 13F portfolio, value $1,655,515.

    13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors 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 12,048 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,616,711.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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