Position in ADP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$317,785
+$47,150 QoQ
Shares Held
1,419
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,716
of 2,276 holders
Holding Since
Jun 2024
9 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, 2026Brio Consultants, LLC holds $774,292 across 2 Software - Application names. ADP ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,914 | $456,507 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
1,419 | $317,785 |
All Filings in ADP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,785 | 1,419 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $270,635 | 1,332 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $364,237 | 1,416 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $379,789 | 1,294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $391,359 | 1,269 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $567,369 | 1,857 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $713,383 | 2,437 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $657,510 | 2,376 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $552,328 | 2,314 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||