CreativeOne Wealth, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1739728
OVERLAND PARK, KS
Position in ADP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,541,932
-$381,633 QoQ
Shares Held
7,589
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. ADP ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
61,674 | $5,681,408 | |
| 2 | INTU |
Intuit Inc.
|
8,811 | $3,809,699 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,014 | $2,510,663 | |
| 4 | CRM |
Salesforce, Inc.
|
13,230 | $2,469,643 | |
| 5 | UBER |
Uber Technologies, Inc
|
31,562 | $2,270,254 | |
| 6 | SHOP |
Shopify Inc.
|
17,785 | $2,109,656 | |
| 7 | ZM |
Zoom Communications, Inc.
|
20,319 | $1,633,443 | |
| 8 | ADP |
Automatic Data Processing Inc
This page
|
7,589 | $1,541,932 |
All Filings in ADP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,541,932 | 7,589 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,923,565 | 7,478 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,142,549 | 7,300 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,405,520 | 7,800 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,732,965 | 8,945 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,328,339 | 11,370 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,930,467 | 6,976 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,345,494 | 5,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,333,610 | 5,340 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $1,211,210 | 5,199 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,570,024 | 6,526 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,990,857 | 9,058 | Shares | Other | 2023-08-16 | |
| 2023-03-31 | $1,117,601 | 5,020 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,196,448 | 5,009 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,327,961 | 5,871 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,212,350 | 5,772 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $315,142 | 1,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $351,869 | 1,427 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $307,676 | 1,539 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $296,340 | 1,492 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $245,575 | 1,303 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||