Position in ADP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,489,715
+$897,243 QoQ
Shares Held
6,652
+128.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#997
of 2,277 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. ADP ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,715 | 6,652 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $592,472 | 2,916 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $779,921 | 3,032 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $932,449 | 3,177 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $983,796 | 3,190 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $950,809 | 3,112 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $870,579 | 2,974 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $808,051 | 2,920 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $684,801 | 2,869 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $756,961 | 3,031 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $707,063 | 3,035 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $732,084 | 3,043 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $637,391 | 2,900 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $632,269 | 2,840 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $812,123 | 3,400 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $730,819 | 3,231 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $630,959 | 3,004 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $668,057 | 2,936 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $695,108 | 2,819 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $566,772 | 2,835 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $541,040 | 2,724 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $550,708 | 2,922 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $362,971 | 2,060 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $277,585 | 1,990 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $432,227 | 2,903 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $359,058 | 2,627 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||