Position in PCTY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$298,015
-$10,007 QoQ
Shares Held
2,851
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#309
of 466 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCTY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LAKE STREET PRIVATE WEALTH, LLC holds $16,852,771 across 5 Software - Application names. PCTY ranks #5 (1.8% of the industry book) .
All Filings in PCTY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,015 | 2,851 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $308,022 | 2,851 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $434,777 | 2,851 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $454,078 | 2,851 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $516,572 | 2,851 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $534,106 | 2,851 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $568,688 | 2,851 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $644,207 | 3,905 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $514,874 | 3,905 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $722,671 | 4,205 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $693,194 | 4,205 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $764,048 | 4,205 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $846,992 | 4,590 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $912,400 | 4,590 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $891,847 | 4,591 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||