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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

PAYX holding history

Paychex Inc in every 13F filed by Segment Wealth Management, 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)
5,618
Value
$552.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAYX by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,618$552.4K<0.1%−28−0.5%ReducedHolders
Q1 20265,646$520.1K<0.1%+28+0.5%AddedHolders
Q4 20255,618$630.2K<0.1%−38−0.7%ReducedHolders
Q3 20255,656$717.0K<0.1%−224−3.8%ReducedHolders
Q2 20255,880$855.3K0.1%−784−11.8%ReducedHolders
Q1 20256,664$1.03M0.1%+2,167+48.2%AddedHolders
Q4 20244,497$630.6K<0.1%00.0%UnchangedHolders
Q3 20244,497$603.5K<0.1%00.0%UnchangedHolders
Q2 20244,497$533.2K<0.1%00.0%UnchangedHolders
Q1 20244,497$552.2K<0.1%−230−4.9%ReducedHolders
Q4 20234,727$563.0K<0.1%+881+22.9%AddedHolders
Q3 20233,846$443.6K<0.1%00.0%UnchangedHolders
Q2 20233,846$430.3K<0.1%−135−3.4%ReducedHolders
Q1 20233,981$456.2K0.1%00.0%UnchangedHolders
Q4 20223,981$460.0K0.1%00.0%UnchangedHolders
Q3 20223,981$447.0K0.1%−38−0.9%ReducedHolders
Q2 20224,019$458.0K0.1%−209−4.9%ReducedHolders
Q1 20224,228$577.0K0.1%00.0%UnchangedHolders
Q4 20214,228$577.0K0.1%−33−0.8%ReducedHolders
Q3 20214,261$479.0K0.1%00.0%UnchangedHolders
Q2 20214,261$457.0K0.1%−45−1.0%ReducedHolders
Q1 20214,306$422.0K0.1%––Holders

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