Legacy Financial Strategies, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1723925 OVERLAND PARK, KS

Position in ADP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,463,226

+$196,754 QoQ

Shares Held

10,999

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#796

of 2,276 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Legacy Financial Strategies, LLC holds $4,738,246 across 3 Software - Application names. ADP ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	10,999	$2,463,226
2	ROP	Roper Technologies Inc	5,269	$1,782,976
3	CDNS	Cadence Design Systems Inc	1,311	$492,044

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,463,226	10,999	-1.4%	Shares	Sole	2026-07-21
2026-03-31	$2,266,472	11,155	-5.5%	Shares	Sole	2026-05-01
2025-12-31	$3,036,342	11,804	-9.2%	Shares	Sole	2026-01-23
2025-09-30	$3,816,087	13,002	+2.1%	Shares	Sole	2025-11-06
2025-06-30	$3,928,399	12,738	-0.5%	Shares	Sole	2025-07-10
2025-03-31	$3,910,784	12,800	-1.3%	Shares	Sole	2025-04-08
2024-12-31	$3,794,658	12,963	-0.1%	Shares	Sole	2025-01-28
2024-09-30	$3,590,018	12,973	+0.1%	Shares	Sole	2024-10-18
2024-06-30	$3,093,899	12,962	+9.4%	Shares	Sole	2024-07-10
2024-03-31	$2,959,169	11,849	+2.0%	Shares	Sole	2024-04-10
2023-12-31	$2,705,713	11,614	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$2,792,171	11,606	+2.9%	Shares	Sole	2023-11-13
2023-06-30	$2,479,890	11,283	+9.4%	Shares	Sole	2023-07-28
2023-03-31	$2,296,205	10,314	+4.8%	Shares	Sole	2023-05-10
2022-12-31	$2,349,665	9,837	+5.1%	Shares	Sole	2023-02-15
2022-09-30	$2,118,043	9,364	+5.5%	Shares	Sole	2022-11-08
2022-06-30	$1,863,684	8,873	+4.6%	Shares	Sole	2022-08-09
2022-03-31	$1,929,766	8,481	+2.5%	Shares	Sole	2022-05-06
2021-12-31	$2,040,202	8,274	+2.1%	Shares	Sole	2022-01-31
2021-09-30	$1,620,351	8,105	+5.4%	Shares	Sole	2021-11-15
2021-06-30	$1,527,189	7,689	+5.6%	Shares	Sole	2021-08-02
2021-03-31	$1,372,250	7,281	+7.2%	Shares	Sole	2021-05-07
2020-12-31	$1,196,574	6,791	+1.6%	Shares	Sole	2021-02-04
2020-09-30	$931,932	6,681	+11.6%	Shares	Sole	2020-11-03
2020-06-30	$891,106	5,985	+7.3%	Shares	Sole	2020-08-14
2020-03-31	$762,264	5,577	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.