Skip to content
Disclosery

Modern Wealth Management, LLC: PAYX position timeline

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

Modern Wealth Management, LLC held 20,564 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,564 shares
    Change vs previous 13F +5,438 shares

    0.02% of the 13F portfolio, value $2,022,085.

    13F-HR 0002001900-26-000007 filed by Modern Wealth 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 15,126 shares
    Change vs previous 13F +844 shares

    0.02% of the 13F portfolio, value $1,375,090.

    13F-HR 0002001900-26-000006 filed by Modern Wealth 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 14,282 shares
    Change vs previous 13F +1,025 shares

    0.03% of the 13F portfolio, value $1,602,212.

    13F-HR 0002001900-26-000001 filed by Modern Wealth 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 13,257 shares
    Change vs previous 13F -835 shares

    0.03% of the 13F portfolio, value $1,680,441.

    13F-HR 0002001900-25-000023 filed by Modern Wealth 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/A 14,092 shares
    Change vs previous 13F +278 shares

    0.05% of the 13F portfolio, value $2,049,812.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth 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/A 13,814 shares
    Change vs previous 13F +3,079 shares

    0.07% of the 13F portfolio, value $2,131,199.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth 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/A 10,735 shares
    Change vs previous 13F -525 shares

    0.06% of the 13F portfolio, value $1,505,324.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth 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/A 11,260 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,510,930.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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