Position in ADP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,362,321
-$136,300 QoQ
Shares Held
6,705
+15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $24,576,674 across 18 Software - Application names. ADP ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
15,288 | $3,716,207 | |
| 2 | MSTR |
Strategy Inc
|
27,345 | $3,412,656 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
461,958 | $3,081,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,353 | $2,546,106 | |
| 5 | CRM |
Salesforce, Inc.
|
13,439 | $2,508,658 | |
| 6 | UBER |
Uber Technologies, Inc
|
28,361 | $2,040,006 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
6,705 | $1,362,321 | |
| 8 | SHOP |
Shopify Inc.
|
11,386 | $1,350,607 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,362,321 | 6,705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,498,621 | 5,826 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,640,078 | 5,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,809,382 | 5,867 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,961,197 | 6,419 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,911,819 | 6,531 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,027,600 | 7,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,610,441 | 6,747 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,691,738 | 6,774 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,639,409 | 7,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,819,987 | 7,565 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,438,085 | 6,543 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $775,420 | 3,483 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $816,423 | 3,418 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $750,950 | 3,320 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $571,308 | 2,720 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $602,981 | 2,650 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $651,464 | 2,642 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $516,593 | 2,584 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,473,561 | 7,419 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $761,041 | 4,038 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $707,619 | 4,016 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $592,693 | 4,249 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $650,649 | 4,370 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $489,724 | 3,583 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||