Summit Financial Wealth Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1632283
Lafayette, LA
Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$205,586
New position
Shares Held
918
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,971
of 2,277 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $651,440 across 2 Software - Application names. ADP ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,846 | $445,854 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
918 | $205,586 |
All Filings in ADP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,586 | 918 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||