BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1352860
BLUE BELL, PA
Position in ADP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,541
+$1,163 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,201
of 2,277 holders
Holding Since
Dec 2021
19 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, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $522,992 across 9 Software - Application names. ADP ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,200 | $246,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,400 | $101,024 | |
| 3 | PAYX |
Paychex Inc
|
877 | $86,235 | |
| 4 | SNOW |
Snowflake Inc.
|
209 | $53,190 | |
| 5 | CRM |
Salesforce, Inc.
|
86 | $13,472 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
56 | $12,541 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
74 | $5,123 | |
| 8 | WRD |
WeRide Inc.
|
516 | $3,003 |
All Filings in ADP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,541 | 56 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,378 | 56 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,774 | 38 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,033 | 41 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,186 | 46 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,054 | 46 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,001 | 41 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,345 | 41 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,786 | 41 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,245 | 17 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,261 | 14 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,368 | 14 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,318 | 6 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,335 | 6 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,433 | 6 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,357 | 6 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,260 | 6 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,365 | 6 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,479 | 6 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||