Pinnacle Wealth Management Advisory Group, LLC
Position in PAYX — Paychex Inc
CIK 1631864
RED BANK, NJ
Position in PAYX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,349,087
+$291,366 QoQ
Shares Held
13,720
+19.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#583
of 1,525 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $8,506,333 across 16 Software - Application names. PAYX ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,049 | $1,578,623 | |
| 2 | PAYX |
Paychex Inc
This page
|
13,720 | $1,349,087 | |
| 3 | ADBE |
Adobe Inc.
|
6,160 | $1,262,923 | |
| 4 | SHOP |
Shopify Inc.
|
6,143 | $701,407 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,260 | $472,903 | |
| 6 | FROG |
JFrog Ltd
|
4,811 | $437,223 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,359 | $386,705 | |
| 8 | RNG |
RingCentral, Inc.
|
9,866 | $384,576 |
All Filings in PAYX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,087 | 13,720 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,057,721 | 11,482 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,156,800 | 10,312 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,426,937 | 11,257 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,662,025 | 11,426 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,756,323 | 11,384 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,606,079 | 11,454 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,545,868 | 11,520 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,378,497 | 11,627 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,485,511 | 12,097 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,496,378 | 12,563 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,463,768 | 12,692 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,404,863 | 12,558 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,506,514 | 13,147 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,567,109 | 13,561 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,494,861 | 13,322 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,519,025 | 13,340 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,779,568 | 13,040 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,738,600 | 12,737 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||