ELEVATION POINT WEALTH PARTNERS, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1744349
DENVER, CO
Position in ADP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,157,792
-$22,485 QoQ
Shares Held
23,031
-9.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#556
of 2,277 holders
Holding Since
Dec 2021
18 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names. ADP ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in ADP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,157,792 | 23,031 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,180,277 | 25,496 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,839,782 | 18,815 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,927,571 | 16,789 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,839,606 | 5,965 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,209,898 | 7,233 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $2,075,455 | 7,090 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,196,129 | 7,936 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,751,268 | 7,337 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,859,314 | 7,445 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,600,270 | 6,869 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,845,248 | 7,670 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,722,274 | 7,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $711,080 | 3,194 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $755,036 | 3,161 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $661,626 | 3,150 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $742,918 | 3,265 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $835,906 | 3,390 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||