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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

PAYX holding history

Paychex Inc in every 13F filed by CWS Financial 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)
6,989
Value
$687.2K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of PAYX by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,989$687.2K0.2%+808+13.1%AddedHolders
Q1 20266,181$569.4K0.1%+391+6.8%AddedHolders
Q4 20255,790$649.5K0.2%+1,163+25.1%AddedHolders
Q3 20254,627$586.6K0.2%+469+11.3%AddedHolders
Q2 20254,158$604.8K0.2%+884+27.0%AddedHolders
Q1 20253,274$505.1K0.2%00.0%UnchangedHolders
Q4 20243,274$459.1K0.1%+783+31.4%AddedHolders
Q3 20242,491$334.3K0.1%+325+15.0%AddedHolders
Q2 20242,166$256.8K0.1%−2−0.1%ReducedHolders
Q1 20242,168$266.2K0.1%−6,378−74.6%ReducedHolders
Q4 20238,546$1.02M0.4%−904−9.6%ReducedHolders
Q3 20239,450$1.09M0.4%−212−2.2%ReducedHolders
Q2 20239,662$1.08M0.4%−197−2.0%ReducedHolders
Q1 20239,859$1.13M0.4%−2,040−17.1%ReducedHolders
Q4 202211,899$1.17M0.5%+1,774+17.5%AddedHolders
Q3 202210,125$1.14M0.5%−20.0%ReducedHolders
Q2 202210,127$1.15M0.5%−792−7.3%ReducedHolders
Q1 202210,919$1.49M0.6%+7+0.1%AddedHolders
Q4 202110,912$1.49M0.5%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202112,051$1.29M0.5%+152+1.3%AddedHolders
Q1 202111,899$1.17M0.5%––Holders

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