LIBERTY WEALTH MANAGEMENT LLC

Position in ADP — Automatic Data Processing Inc

CIK 1769302 OAKLAND, CA

Position in ADP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$943,501

+$87,504 QoQ

Shares Held

4,213

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,184

of 2,277 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,000,310 across 4 Software - Application names. ADP ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	4,213	$943,501
2	INTU	Intuit Inc.	2,090	$545,490
3	ADBE	Adobe Inc.	1,263	$258,940
4	CRM	Salesforce, Inc.	1,611	$252,379

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$943,501	4,213	0.0%	Shares	Sole	2026-08-06
2026-03-31	$855,997	4,213	-4.1%	Shares	Sole	2026-05-12
2025-12-31	$1,129,496	4,391	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$1,314,880	4,480	+1.8%	Shares	Sole	2025-10-31
2025-06-30	$1,357,268	4,401	-6.0%	Shares	Sole	2025-08-01
2024-12-31	$1,371,147	4,684	+49.6%	Shares	Sole	2025-02-10
2024-09-30	$866,441	3,131	+9.2%	Shares	Sole	2024-11-04
2024-06-30	$684,085	2,866	+0.2%	Shares	Sole	2024-08-07
2024-03-31	$714,006	2,859	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$665,362	2,856	+2.1%	Shares	Sole	2024-02-09
2023-09-30	$673,142	2,798	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$614,313	2,795	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$621,805	2,793	-8.0%	Shares	Sole	2023-05-03
2022-09-30	$686,712	3,036	-0.5%	Shares	Sole	2022-11-15
2022-06-30	$640,622	3,050	-4.9%	Shares	Sole	2022-08-15
2022-03-31	$729,493	3,206	+4.8%	Shares	Sole	2022-05-09
2021-12-31	$754,534	3,060	-11.8%	Shares	Sole	2022-02-15
2021-09-30	$693,522	3,469	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$694,772	3,498	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$658,891	3,496	0.0%	Shares	Sole	2021-05-17
2020-12-31	$615,995	3,496	-4.4%	Shares	Sole	2021-02-09
2020-09-30	$509,975	3,656	-0.9%	Shares	Sole	2020-11-05
2020-06-30	$549,404	3,690	+0.1%	Shares	Sole	2020-08-04
2020-03-31	$503,939	3,687	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.