Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$761,430
-$1,434,945 QoQ
Shares Held
3,400
-68.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,280
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, 2026Heritage Wealth Advisors holds $1,619,925 across 15 Software - Application names. ADP ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
3,400 | $761,430 | |
| 2 | INTU |
Intuit Inc.
|
1,051 | $274,311 | |
| 3 | PAYX |
Paychex Inc
|
2,672 | $262,737 | |
| 4 | CRM |
Salesforce, Inc.
|
799 | $125,171 | |
| 5 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 6 | SHOP |
Shopify Inc.
|
310 | $35,395 | |
| 7 | NOW |
ServiceNow, Inc.
|
293 | $29,089 | |
| 8 | PTC |
Ptc Inc.
|
171 | $19,427 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,430 | 3,400 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,196,375 | 10,810 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53,976,114 | 209,836 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,583,030 | 189,380 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,283,449 | 185,744 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $56,845,995 | 186,057 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $52,643,099 | 179,835 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $50,643,250 | 183,006 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,335,967 | 177,368 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $42,063,208 | 168,428 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $34,634,019 | 148,663 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $32,334,192 | 134,401 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $980,043 | 4,459 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $997,382 | 4,480 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,053,372 | 4,410 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $977,593 | 4,322 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $914,934 | 4,356 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $583,867 | 2,566 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,199,611 | 4,865 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $973,010 | 4,867 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $956,752 | 4,817 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $907,859 | 4,817 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,778,210 | 10,092 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $376,762 | 2,701 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $402,151 | 2,701 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $369,719 | 2,705 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||