Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PAYX holding history

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

PAYX overview All 13F holders of PAYX Full Q2 2026 holdings

Shares (Q2 2026): 97,779
Value: $9.61M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PAYX by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	97,779	$9.61M	0.1%	+25,195+34.7%	Added	Holders
Q1 2026	72,584	$6.69M	0.1%	+4,586+6.7%	Added	Holders
Q4 2025	67,998	$7.63M	0.2%	+8,739+14.7%	Added	Holders
Q3 2025	59,259	$7.51M	0.2%	+5,285+9.8%	Added	Holders
Q2 2025	53,974	$7.85M	0.2%	+4,254+8.6%	Added	Holders
Q1 2025	49,720	$7.67M	0.3%	+10,991+28.4%	Added	Holders
Q4 2024	38,729	$5.43M	0.3%	+4,543+13.3%	Added	Holders
Q3 2024	34,186	$4.59M	0.3%	+2,009+6.2%	Added	Holders
Q2 2024	32,177	$3.81M	0.3%	−1,900−5.6%	Reduced	Holders
Q1 2024	34,077	$4.18M	0.3%	+866+2.6%	Added	Holders
Q4 2023	33,211	$3.96M	0.3%	+928+2.9%	Added	Holders
Q3 2023	32,283	$3.72M	0.4%	+8,495+35.7%	Added	Holders
Q2 2023	23,788	$2.66M	0.3%	+156+0.7%	Added	Holders
Q1 2023	23,632	$2.71M	0.3%	+1,788+8.2%	Added	Holders
Q4 2022	21,844	$2.52M	0.3%	+2,565+13.3%	Added	Holders
Q3 2022	19,279	$2.16M	0.3%	+2,490+14.8%	Added	Holders
Q2 2022	16,789	$1.91M	0.3%	+2,223+15.3%	Added	Holders
Q1 2022	14,566	$1.99M	0.3%	+7,063+94.1%	Added	Holders
Q4 2021	7,503	$1.02M	0.1%	+1,232+19.6%	Added	Holders
Q3 2021	6,271	$705.0K	0.1%	−351−5.3%	Reduced	Holders
Q2 2021	6,622	$710.0K	0.1%	+1,520+29.8%	Added	Holders
Q1 2021	5,102	$500.0K	0.1%	–	–	Holders

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