Institute for Wealth Management, LLC.
Position in ADP — Automatic Data Processing Inc
CIK 1533954
DENVER, CO
Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$372,876
+$64,246 QoQ
Shares Held
1,665
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,633
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, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. ADP ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,876 | 1,665 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $308,630 | 1,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $387,902 | 1,508 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $431,445 | 1,470 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $606,314 | 1,966 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $615,642 | 2,015 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $728,019 | 2,487 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $647,824 | 2,341 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $531,085 | 2,225 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $514,963 | 2,062 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $514,397 | 2,208 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $536,012 | 2,228 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $496,945 | 2,261 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $555,907 | 2,497 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $635,367 | 2,660 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $602,796 | 2,665 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $549,464 | 2,616 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $596,837 | 2,623 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $645,053 | 2,616 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $516,993 | 2,586 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $513,631 | 2,586 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $487,383 | 2,586 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $429,223 | 2,436 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $298,090 | 2,137 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $254,155 | 1,707 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $214,177 | 1,567 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||