Position in ADP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$304,572
+$82,497 QoQ
Shares Held
1,360
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,749
of 2,276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. ADP ranks #12 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,404 | $1,827,149 | |
| 2 | SHOP |
Shopify Inc.
|
9,476 | $1,081,969 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,068 | $870,826 | |
| 4 | INTU |
Intuit Inc.
|
2,405 | $627,705 | |
| 5 | CRM |
Salesforce, Inc.
|
3,886 | $608,780 | |
| 6 | ADBE |
Adobe Inc.
|
2,750 | $563,805 | |
| 7 | YOU |
Clear Secure, Inc.
|
7,904 | $440,489 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,202 | $428,112 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,572 | 1,360 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $222,075 | 1,093 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $309,704 | 1,204 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $404,736 | 1,379 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $524,896 | 1,702 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $527,955 | 1,728 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $483,004 | 1,650 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $366,390 | 1,324 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $444,918 | 1,864 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $497,232 | 1,991 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $427,034 | 1,833 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $552,371 | 2,296 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $493,428 | 2,245 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $495,351 | 2,225 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $522,625 | 2,188 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $453,510 | 2,005 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $447,385 | 2,130 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $407,069 | 1,789 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $422,884 | 1,715 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $333,466 | 1,668 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $299,121 | 1,506 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $299,478 | 1,589 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $344,647 | 1,956 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $222,207 | 1,593 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $855,819 | 5,748 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $730,964 | 5,348 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||