KINGSWOOD WEALTH ADVISORS, LLC

Position in PAYX — Paychex Inc

CIK 1987855 SAN DIEGO, CA

Position in PAYX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$710,139

+$110,438 QoQ

Shares Held

7,222

+10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#766

of 1,525 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. PAYX ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc This page	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$710,139	7,222	+10.9%	Shares	Sole	2026-07-27
2026-03-31	$599,701	6,510	+39.9%	Shares	Sole	2026-04-28
2025-12-31	$521,861	4,652	+106.3%	Shares	Sole	2026-01-28
2025-09-30	$285,843	2,255	+7.8%	Shares	Sole	2025-10-23
2025-06-30	$304,302	2,092	-4.7%	Shares	Sole	2025-07-23
2025-03-31	$338,798	2,196	-40.4%	Shares	Sole	2025-07-25
2024-12-31	$516,430	3,683	-17.4%	Shares	Sole	2025-01-22
2024-09-30	$598,621	4,461	-28.7%	Shares	Sole	2024-10-21
2024-06-30	$742,304	6,261	+79.4%	Shares	Sole	2024-07-09
2024-03-31	$428,572	3,490	+30.8%	Shares	Sole	2024-04-15
2023-12-31	$317,785	2,668	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.