Independent Advisor Alliance
Position in ADP — Automatic Data Processing Inc
CIK 1696899
CHARLOTTE, NC
Position in ADP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,186,647
+$360,669 QoQ
Shares Held
9,764
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#841
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. ADP ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,137,006 | $22,887,930 | |
| 2 | NOW |
ServiceNow, Inc.
|
70,036 | $6,953,173 | |
| 3 | UBER |
Uber Technologies, Inc
|
61,837 | $4,462,157 | |
| 4 | MSTR |
Strategy Inc
|
50,569 | $4,179,177 | |
| 5 | CRM |
Salesforce, Inc.
|
21,886 | $3,428,659 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,666,778 | |
| 7 | ADBE |
Adobe Inc.
|
11,618 | $2,381,922 | |
| 8 | ADP |
Automatic Data Processing Inc
This page
|
9,764 | $2,186,647 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,186,647 | 9,764 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,825,978 | 8,987 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,882,261 | 11,205 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,477,681 | 11,849 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,690,006 | 11,965 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,860,982 | 12,637 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,909,116 | 13,354 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,535,778 | 12,777 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,230,668 | 13,535 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,990,137 | 11,973 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,974,095 | 12,766 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,842,212 | 11,814 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,748,473 | 12,505 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,675,789 | 12,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,824,997 | 11,827 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,738,029 | 12,105 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,281,874 | 10,864 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,526,831 | 11,105 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,658,132 | 10,780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,762,494 | 8,816 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,514,676 | 7,626 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,281,030 | 6,797 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,103,893 | 6,265 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $830,104 | 5,951 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $845,844 | 5,681 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $737,251 | 5,394 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||