Holistic Financial Partners
Position in ADP — Automatic Data Processing Inc
CIK 1729304
INDIANAPOLIS, IN
Position in ADP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$213,542
-$48,690 QoQ
Shares Held
1,051
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026Holistic Financial Partners holds $840,129 across 3 Software - Application names.
All Filings in ADP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,542 | 1,051 | Shares | Sole | 2026-05-05 | |
| 2023-09-30 | $262,232 | 1,090 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $239,571 | 1,090 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $323,258 | 1,452 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $354,707 | 1,485 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $426,820 | 1,887 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $382,482 | 1,821 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $439,834 | 1,933 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $500,310 | 2,029 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $405,637 | 2,029 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $442,128 | 2,226 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $419,911 | 2,228 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $392,573 | 2,228 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $294,463 | 2,111 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $279,317 | 1,876 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $280,604 | 2,053 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||