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Forza Wealth Management, LLC

Position in PAYX — Paychex Inc

CIK 1963030 SARASOTA, FL

Position in PAYX

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$564,020
+$35,620 QoQ
Shares Held
5,736
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#825
of 1,525 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PAYX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Forza Wealth Management, LLC holds $1,634,769 across 4 Software - Application names. PAYX ranks #1 (34.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PAYX
Paychex Inc
This page
5,736 $564,020

All Filings in PAYX

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $564,020 5,736
2026-03-31 $528,400 5,736
2025-12-31 $643,464 5,736
2025-09-30 $727,095 5,736
2025-06-30 $834,358 5,736
2025-03-31 $884,950 5,736
2024-12-31 $804,301 5,736
2024-09-30 $769,713 5,736
2024-06-30 $680,060 5,736
2024-03-31 $704,380 5,736
2023-12-31 $683,214 5,736
2023-09-30 $661,532 5,736
2023-06-30 $641,686 5,736
2023-03-31 $657,288 5,736
2022-12-31 $570,288 4,935