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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PAYX holding history

Paychex Inc in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PAYX overviewAll 13F holders of PAYXFull Q2 2026 holdings

Shares (Q2 2026)
3,278
Value
$322.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAYX by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,278$322.4K<0.1%−225−6.4%ReducedHolders
Q1 20263,503$322.7K<0.1%−1,110−24.1%ReducedHolders
Q4 20254,613$517.5K<0.1%−91−1.9%ReducedHolders
Q3 20254,704$596.2K<0.1%−139−2.9%ReducedHolders
Q2 20254,843$704.4K<0.1%−60−1.2%ReducedHolders
Q1 20254,903$756.4K<0.1%−1,427−22.5%ReducedHolders
Q4 20246,330$887.6K<0.1%+174+2.8%AddedHolders
Q3 20246,156$826.1K<0.1%+491+8.7%AddedHolders
Q2 20245,665$671.6K<0.1%+195+3.6%AddedHolders
Q1 20245,470$671.7K<0.1%+406+8.0%AddedHolders
Q4 20235,064$603.2K<0.1%+231+4.8%AddedHolders
Q3 20234,833$557.4K<0.1%−99−2.0%ReducedHolders
Q2 20234,932$551.7K<0.1%−1,625−24.8%ReducedHolders
Q1 20236,557$751.3K<0.1%−90−1.4%ReducedHolders
Q4 20226,647$768.1K0.1%+126+1.9%AddedHolders
Q3 20226,521$732.0K0.1%+194+3.1%AddedHolders
Q2 20226,327$720.0K0.1%−232−3.5%ReducedHolders
Q1 20226,559$895.0K0.1%+255+4.0%AddedHolders
Q4 20216,304$860.0K0.1%+266+4.4%AddedHolders
Q3 20216,038$679.0K0.1%+40+0.7%AddedHolders
Q2 20215,998$644.0K<0.1%+441+7.9%AddedHolders
Q1 20215,557$545.0K<0.1%––Holders

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