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
- period ended2026-06-3013F 2,152 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,845 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,149 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,841 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,807 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,048 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).