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Philip James Wealth Mangement, LLC: PAYC position timeline

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

Philip James Wealth Mangement, LLC held 30,767 PAYC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,767 shares
    Change vs previous 13F +17,887 shares

    0.44% of the 13F portfolio, value $3,866,797.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 12,880 shares
    Change vs previous 13F -19,060 shares

    0.18% of the 13F portfolio, value $1,565,435.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 31,940 shares
    Change vs previous 13F +6,513 shares

    0.59% of the 13F portfolio, value $5,089,958.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 25,427 shares
    Change vs previous 13F +24,506 shares

    0.62% of the 13F portfolio, value $5,292,376.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 921 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $213,119.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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