EVERMAY WEALTH MANAGEMENT LLC
Position in ADP — Automatic Data Processing Inc
CIK 1066816
ARLINGTON, VA
Position in ADP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$642,288
+$73,181 QoQ
Shares Held
2,868
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,362
of 2,277 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,991,940 across 13 Software - Application names. ADP ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
2,868 | $642,288 | |
| 2 | CRM |
Salesforce, Inc.
|
2,327 | $364,547 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
667 | $250,338 | |
| 4 | ROP |
Roper Technologies Inc
|
697 | $235,857 | |
| 5 | ADBE |
Adobe Inc.
|
945 | $193,743 | |
| 6 | SHOP |
Shopify Inc.
|
755 | $86,205 | |
| 7 | NOW |
ServiceNow, Inc.
|
851 | $84,487 | |
| 8 | UBER |
Uber Technologies, Inc
|
569 | $41,059 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,288 | 2,868 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $569,107 | 2,801 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $728,732 | 2,833 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $823,561 | 2,806 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $863,520 | 2,800 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $844,179 | 2,763 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $863,553 | 2,950 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $811,925 | 2,934 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $667,377 | 2,796 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $719,750 | 2,882 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $659,072 | 2,829 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $896,882 | 3,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $791,244 | 3,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $802,135 | 3,603 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $845,803 | 3,541 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $767,688 | 3,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $701,113 | 3,338 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $772,953 | 3,397 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $809,275 | 3,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $592,362 | 2,963 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $588,511 | 2,963 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $558,436 | 2,963 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $530,185 | 3,009 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $423,212 | 3,034 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $446,521 | 2,999 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $409,903 | 2,999 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||