Synergy Asset Management, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1699080 VANCOUVER, WA

Position in ADP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$607,352

-$72,285 QoQ

Shares Held

2,712

-18.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,393

of 2,276 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Synergy Asset Management, LLC holds $1,120,438 across 3 Software - Application names. ADP ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	2,712	$607,352
2	MSTR	Strategy Inc	3,333	$289,737
3	BULL	Webull Corp	34,256	$223,349

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,352	2,712	-18.9%	Shares	Sole	2026-07-22
2026-03-31	$679,637	3,345	+24.4%	Shares	Sole	2026-05-13
2025-12-31	$691,434	2,688	-47.2%	Shares	Sole	2026-01-13
2025-09-30	$1,495,382	5,095	+89.5%	Shares	Other	2025-10-21
2025-06-30	$828,979	2,688	0.0%	Shares	Sole	2025-07-21
2025-03-31	$821,264	2,688	0.0%	Shares	Sole	2025-04-22
2024-12-31	$786,858	2,688	0.0%	Shares	Sole	2025-01-23
2024-09-30	$743,850	2,688	0.0%	Shares	Sole	2024-10-15
2024-06-30	$641,598	2,688	0.0%	Shares	Sole	2024-08-05
2024-03-31	$671,301	2,688	0.0%	Shares	Sole	2024-04-18
2023-12-31	$626,223	2,688	+11.7%	Shares	Sole	2024-01-19
2023-09-30	$579,076	2,407	0.0%	Shares	Sole	2023-11-14
2023-06-30	$529,034	2,407	-17.2%	Shares	Sole	2023-08-02
2023-03-31	$647,185	2,907	-4.7%	Shares	Sole	2023-05-15
2022-12-31	$728,523	3,050	+19.6%	Shares	Sole	2023-02-10
2022-09-30	$576,784	2,550	0.0%	Shares	Sole	2022-11-09
2022-06-30	$535,602	2,550	-60.9%	Shares	Sole	2022-08-08
2020-12-31	$1,149,704	6,525	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.