Pinnacle Wealth Planning Services, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1726752
MANSFIELD, OH
Position in ADP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$345,330
+$68,803 QoQ
Shares Held
1,542
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,676
of 2,267 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $7,820,349 across 83 Software - Application names. ADP ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,799 | $893,683 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,896 | $714,095 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,542 | $550,209 | |
| 4 | DDOG |
Datadog, Inc.
|
1,894 | $493,121 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,239 | $465,021 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
1,542 | $345,330 | |
| 7 | SHOP |
Shopify Inc.
|
2,441 | $278,713 | |
| 8 | IDCC |
InterDigital, Inc.
|
943 | $266,991 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,330 | 1,542 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $276,527 | 1,361 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $429,059 | 1,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $533,289 | 1,817 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $568,998 | 1,845 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $493,430 | 1,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $449,047 | 1,534 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $692,378 | 2,502 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $599,111 | 2,510 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $497,731 | 1,993 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $465,241 | 1,997 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $481,881 | 2,003 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $443,316 | 2,017 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $458,172 | 2,058 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $491,096 | 2,056 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $466,856 | 2,064 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $432,262 | 2,058 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $445,978 | 1,960 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $365,430 | 1,482 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $259,496 | 1,298 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $261,383 | 1,316 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $245,387 | 1,302 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $196,110 | 1,113 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $204,199 | 1,494 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||