Avantra Family Wealth, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1774744
MECHANICSBURG, PA
Position in ADP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$315,097
+$29,223 QoQ
Shares Held
1,407
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,725
of 2,277 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $2,646,031 across 5 Software - Application names. ADP ranks #4 (11.9% of the industry book) .
All Filings in ADP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,097 | 1,407 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $285,874 | 1,407 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $447,065 | 1,738 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $510,103 | 1,738 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $535,999 | 1,738 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $531,011 | 1,738 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $508,764 | 1,738 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||