Position in PAYC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$850
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $202,441 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,773 | $202,441 |
All Filings in PAYC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $850 | 7 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||