Avion Wealth

Position in ADP — Automatic Data Processing Inc

CIK 1792704 THE WOODLANDS, TX

Position in ADP

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$141,616

-$33,557 QoQ

Shares Held

697

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Avion Wealth holds $687,793 across 57 Software - Application names. ADP ranks #1 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	697	$141,616
2	SHOP	Shopify Inc.	1,056	$125,262
3	UBER	Uber Technologies, Inc	984	$70,779
4	CRM	Salesforce, Inc.	230	$42,934
5	NOW	ServiceNow, Inc.	407	$42,551
6	ADBE	Adobe Inc.	126	$30,628
7	MSTR	Strategy Inc	156	$19,468
8	SNOW	Snowflake Inc.	129	$19,455

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$141,616	697	+2.3%	Shares	Sole	2026-05-01
2025-12-31	$175,173	681	-8.5%	Shares	Sole	2026-01-23
2025-09-30	$218,364	744	-1.8%	Shares	Sole	2025-10-24
2025-06-30	$233,767	758	+2.7%	Shares	Sole	2025-07-31
2025-03-31	$225,481	738	0.0%	Shares	Sole	2025-05-09
2024-12-31	$216,034	738	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$203,119	734	+1.2%	Shares	Sole	2024-10-18
2024-06-30	$173,050	725	+1.1%	Shares	Sole	2024-07-26
2024-03-31	$179,063	717	-29.5%	Shares	Sole	2024-05-03
2023-12-31	$236,930	1,017	+212.0%	Shares	Sole	2024-01-26
2023-09-30	$78,428	326	+2.2%	Shares	Sole	2023-10-20
2023-06-30	$70,112	319	+6.3%	Shares	Sole	2023-07-14
2023-03-31	$66,789	300	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.