Castle Wealth Management LLC

SEC CIK: 0001936420
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

PCTY holding history

Paylocity Holding Corp in every 13F filed by Castle Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2022

Holdings of PCTY by Castle Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−212−100.0%	Sold out	Holders
Q2 2022	212	$37.0K	<0.1%	–	No prior filing	Holders