Keudell/Morrison Wealth Management: PAYX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keudell/Morrison Wealth Management on PAYX, newest first. How the timeline and the estimate are built.
Keudell/Morrison Wealth Management held 4,067 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 4,067 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $399,908.
13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,067 sharesChange vs previous 13F +2,083 shares
0.08% of the 13F portfolio, value $374,652.
13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,984 sharesChange vs previous 13F +1,984 shares
0.05% of the 13F portfolio, value $222,565.
13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,437 shares
13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,437 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $201,496.
13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).