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CreativeOne Wealth, LLC: PAYX position timeline

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

CreativeOne Wealth, LLC held 66,064 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,064 shares
    Change vs previous 13F +4,390 shares

    0.14% of the 13F portfolio, value $6,496,091.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 61,674 shares
    Change vs previous 13F +30,694 shares

    0.13% of the 13F portfolio, value $5,681,372.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 30,980 shares
    Change vs previous 13F +5,862 shares

    0.08% of the 13F portfolio, value $3,475,336.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 25,118 shares
    Change vs previous 13F +4,134 shares

    0.08% of the 13F portfolio, value $3,183,909.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 20,984 shares
    Change vs previous 13F +2,184 shares

    0.08% of the 13F portfolio, value $3,052,319.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 18,800 shares
    Change vs previous 13F -2,412 shares

    0.09% of the 13F portfolio, value $2,900,402.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 21,212 shares
    Change vs previous 13F +9,556 shares

    0.09% of the 13F portfolio, value $2,974,382.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 11,656 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,564,056.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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