Winch Advisory Services, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1585822
Appleton, WI
Position in ADP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,687
+$249 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,248
of 2,277 holders
Holding Since
Dec 2020
23 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, 2026Winch Advisory Services, LLC holds $3,332,007 across 12 Software - Application names. ADP ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,969 | $2,031,723 | |
| 2 | ADBE |
Adobe Inc.
|
4,851 | $994,552 | |
| 3 | ROP |
Roper Technologies Inc
|
757 | $256,161 | |
| 4 | SAP |
Sap SE
|
165 | $25,428 | |
| 5 | UBER |
Uber Technologies, Inc
|
125 | $9,020 | |
| 6 | SHOP |
Shopify Inc.
|
29 | $3,311 | |
| 7 | NOW |
ServiceNow, Inc.
|
30 | $2,978 | |
| 8 | ADP |
Automatic Data Processing Inc
This page
|
12 | $2,687 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,687 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,438 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,086 | 12 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,522 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,700 | 12 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,666 | 12 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,512 | 12 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,320 | 12 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,625 | 11 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,747 | 11 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,562 | 11 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3 | 11 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2 | 11 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2 | 11 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3 | 11 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,488 | 11 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,310 | 11 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,730 | 12 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,958 | 12 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,598 | 23 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,568 | 23 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,334 | 23 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,052 | 23 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||