Lantz Financial LLC

Position in PAYX — Paychex Inc

CIK 1766883 NAPERVILLE, IL

Position in PAYX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,450,580

+$211,604 QoQ

Shares Held

24,922

+2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#445

of 1,525 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lantz Financial LLC holds $3,047,618 across 3 Software - Application names. PAYX ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc This page	24,922	$2,450,580
2	ADP	Automatic Data Processing Inc	1,633	$365,710
3	SHOP	Shopify Inc.	2,026	$231,328

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,450,580	24,922	+2.5%	Shares	Sole	2026-07-09
2026-03-31	$2,238,976	24,305	+14.2%	Shares	Sole	2026-04-09
2025-12-31	$2,386,629	21,275	+9.7%	Shares	Sole	2026-01-14
2025-09-30	$2,458,383	19,394	+1.6%	Shares	Sole	2025-11-06
2025-06-30	$2,777,704	19,096	-5.3%	Shares	Sole	2025-07-11
2025-03-31	$3,111,364	20,167	-4.4%	Shares	Sole	2025-04-08
2024-12-31	$2,959,343	21,105	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$2,820,673	21,020	+2.4%	Shares	Sole	2024-10-15
2024-06-30	$2,434,748	20,536	-3.1%	Shares	Sole	2024-08-07
2024-03-31	$2,602,132	21,190	+0.2%	Shares	Sole	2024-04-10
2023-12-31	$2,518,223	21,142	+6.5%	Shares	Sole	2024-01-12
2023-09-30	$2,289,069	19,848	+1.1%	Shares	Sole	2023-10-20
2023-06-30	$2,196,567	19,635	-0.0%	Shares	Sole	2023-07-12
2023-03-31	$2,251,005	19,644	-0.9%	Shares	Sole	2023-04-10
2022-12-31	$2,289,936	19,816	+0.3%	Shares	Sole	2023-01-23
2022-09-30	$2,216,147	19,750	-1.8%	Shares	Sole	2022-10-17
2022-06-30	$2,291,178	20,121	-0.5%	Shares	Sole	2022-07-29
2022-03-31	$2,760,242	20,226	-1.0%	Shares	Sole	2022-05-05
2021-12-31	$2,787,876	20,424	+0.4%	Shares	Sole	2022-01-19
2021-09-30	$2,287,233	20,340	-0.5%	Shares	Sole	2021-10-14
2021-06-30	$2,194,177	20,449	-0.9%	Shares	Sole	2021-07-16
2021-03-31	$2,023,622	20,645	-0.5%	Shares	Sole	2021-04-19
2020-12-31	$1,933,578	20,751	-1.8%	Shares	Sole	2021-01-19
2020-09-30	$1,685,300	21,127	+0.3%	Shares	Sole	2020-10-09
2020-06-30	$1,594,916	21,055	-2.6%	Shares	Sole	2020-07-22
2020-03-31	$1,359,889	21,613	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.