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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PCTY holding history

Paylocity Holding Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PCTY overviewAll 13F holders of PCTYFull Q2 2026 holdings

Shares (Q2 2026)
290
Value
$30.3K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of PCTY by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026290$30.3K<0.1%+280+2,800.0%AddedHolders
Q1 202610$1.08K<0.1%−193−95.1%ReducedHolders
Q4 2025203$31.0K<0.1%+19+10.3%AddedHolders
Q3 2025184$29.3K<0.1%−48−20.7%ReducedHolders
Q2 2025232$42.0K<0.1%+149+179.5%AddedHolders
Q1 202583$15.6K<0.1%+30+56.6%AddedHolders
Q4 202453$10.6K<0.1%+19+55.9%AddedHolders
Q3 202434$5.61K<0.1%−333−90.7%ReducedHolders
Q2 2024367$48.4K<0.1%+34+10.2%AddedHolders
Q1 2024333$55.6K<0.1%−120−26.5%ReducedHolders
Q4 2023453$74.7K<0.1%+51+12.7%AddedHolders
Q3 2023402$73.0K<0.1%−78−16.3%ReducedHolders
Q2 2023480$88.6K<0.1%+198+70.2%AddedHolders
Q1 2023282$56.1K<0.1%+253+872.4%AddedHolders
Q4 202229$5.63K<0.1%+29NewHolders
Q4 20210$00.0%−118−100.0%Sold outHolders
Q3 2021118$33.0K<0.1%+118NewHolders
Q2 20210$00.0%−87−100.0%Sold outHolders
Q1 202187$16.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.