Avantax Planning Partners, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1005441
DUBUQUE, IA
Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$614,294
-$8,655 QoQ
Shares Held
2,743
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,387
of 2,276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. ADP ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
|
2,852 | $280,437 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,294 | 2,743 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $622,949 | 3,066 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $849,630 | 3,303 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,619,239 | 5,517 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,756,954 | 5,697 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,834,707 | 6,005 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,651,186 | 15,889 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,252,233 | 15,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,758,762 | 19,937 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,877,671 | 19,531 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,452,708 | 10,528 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,598,504 | 10,801 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,436,591 | 11,086 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,422,214 | 10,880 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,640,119 | 11,053 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,515,458 | 11,121 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,330,603 | 11,096 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,327,506 | 10,229 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,030,950 | 4,181 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $833,466 | 4,169 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $839,963 | 4,229 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,136,474 | 6,030 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,399,380 | 7,942 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,135,169 | 8,138 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,210,922 | 8,133 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $881,039 | 6,446 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||