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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

PAYX holding history

Paychex Inc in every 13F filed by Secure Asset 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)
3,553
Value
$349.4K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of PAYX by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,553$349.4K<0.1%+10+0.3%AddedHolders
Q1 20263,543$326.4K0.1%−214−5.7%ReducedHolders
Q4 20253,757$421.4K0.1%+158+4.4%AddedHolders
Q3 20253,599$446.3K0.1%−313−8.0%ReducedHolders
Q2 20253,912$569.0K0.1%+114+3.0%AddedHolders
Q1 20253,798$586.0K0.1%−125−3.2%ReducedHolders
Q4 20243,923$550.1K0.1%+697+21.6%AddedHolders
Q3 20243,226$432.9K0.1%+3,226NewHolders