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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PAYX holding history

Paychex Inc in every 13F filed by EverSource Wealth Advisors, 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)
6,980
Value
$686.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PAYX by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,980$686.3K<0.1%+1,051+17.7%AddedHolders
Q1 20265,929$546.2K<0.1%+2,671+82.0%AddedHolders
Q4 20253,258$365.5K<0.1%−209−6.0%ReducedHolders
Q3 20253,467$439.5K<0.1%−1,109−24.2%ReducedHolders
Q2 20254,576$665.8K<0.1%+422+10.2%AddedHolders
Q1 20254,154$641.0K<0.1%+1,587+61.8%AddedHolders
Q4 20242,567$360.0K<0.1%+48+1.9%AddedHolders
Q3 20242,519$338.1K<0.1%+86+3.5%AddedHolders
Q2 20242,433$311.6K<0.1%−770−24.0%ReducedHolders
Q1 20243,203$380.5K<0.1%+137+4.5%AddedHolders
Q4 20233,066$365.1K<0.1%+214+7.5%AddedHolders
Q3 20232,852$329.0K<0.1%+96+3.5%AddedHolders
Q2 20232,756$308.4K<0.1%+403+17.1%AddedHolders
Q1 20232,353$269.6K<0.1%+433+22.6%AddedHolders
Q4 20221,920$221.9K<0.1%−380−16.5%ReducedHolders
Q3 20222,300$259.0K0.1%+353+18.1%AddedHolders
Q2 20221,947$222.0K0.1%−610−23.9%ReducedHolders
Q1 20222,557$349.0K0.1%+481+23.2%AddedHolders
Q4 20212,076$283.0K0.1%–No prior filingHolders