Legacy Financial Advisors, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1730810
COVINGTON, KY
Position in ADP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$688,422
+$97,372 QoQ
Shares Held
3,074
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,337
of 2,277 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. ADP ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,422 | 3,074 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $591,050 | 2,909 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $813,618 | 3,163 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,095,929 | 3,734 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,198,442 | 3,886 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,192,178 | 3,902 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,112,959 | 3,802 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,030,819 | 3,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $828,492 | 3,471 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $856,108 | 3,428 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $770,431 | 3,307 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $932,728 | 3,877 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $814,321 | 3,705 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $858,016 | 3,854 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,056,955 | 4,425 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $781,712 | 3,456 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $640,201 | 3,048 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $607,759 | 2,671 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $636,669 | 2,582 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $493,802 | 2,470 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $484,036 | 2,437 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $525,642 | 2,789 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $486,488 | 2,761 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $394,338 | 2,827 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||