Bernardo Wealth Planning LLC
Position in ADP — Automatic Data Processing Inc
CIK 1765595
HARLEYSVILLE, PA
Position in ADP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$219,247
-$79,654 QoQ
Shares Held
979
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,941
of 2,277 holders
Holding Since
Mar 2020
25 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, 2026Bernardo Wealth Planning LLC holds $1,290,610 across 2 Software - Application names. ADP ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
3,784 | $1,071,363 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
979 | $219,247 |
All Filings in ADP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,247 | 979 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $298,901 | 1,162 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $348,678 | 1,188 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $366,379 | 1,188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $353,498 | 1,157 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $335,761 | 1,147 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $356,704 | 1,289 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $307,671 | 1,289 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $321,914 | 1,289 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $300,298 | 1,289 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $332,240 | 1,381 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $308,804 | 1,405 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $319,696 | 1,436 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $332,254 | 1,391 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $322,773 | 1,427 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $299,727 | 1,427 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $324,699 | 1,427 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $329,184 | 1,335 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $294,482 | 1,473 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $292,567 | 1,473 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $277,616 | 1,473 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $557,849 | 3,166 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $441,625 | 3,166 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $476,745 | 3,202 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $440,382 | 3,222 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||