Private Wealth Partners, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1335851
MILL VALLEY, CA
Position in ADP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$298,973
+$27,525 QoQ
Shares Held
1,335
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,762
of 2,277 holders
Holding Since
Mar 2023
14 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, 2026Private Wealth Partners, LLC holds $5,981,550 across 5 Software - Application names. ADP ranks #4 (5.0% of the industry book) .
All Filings in ADP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,973 | 1,335 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $271,448 | 1,336 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $343,402 | 1,335 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $391,822 | 1,335 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $411,714 | 1,335 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $385,884 | 1,263 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $396,063 | 1,353 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $374,415 | 1,353 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $322,947 | 1,353 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $337,898 | 1,353 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $262,091 | 1,125 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $270,652 | 1,125 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $247,263 | 1,125 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $250,458 | 1,125 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||