ProVise Management Group, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1305707
CLEARWATER, FL
Position in ADP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$313,530
-$22,307 QoQ
Shares Held
1,400
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,730
of 2,277 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ProVise Management Group, LLC holds $993,747 across 2 Software - Application names. ADP ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
4,342 | $680,217 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
1,400 | $313,530 |
All Filings in ADP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,530 | 1,400 | Shares | Sole | 2026-08-03 | |
| 2022-12-31 | $335,837 | 1,406 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $374,570 | 1,656 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $417,769 | 1,989 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $367,249 | 1,614 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $450,255 | 1,826 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $359,456 | 1,798 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $437,559 | 2,203 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $244,068 | 1,295 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||