Heartwood Wealth Advisors LLC
Position in ADP — Automatic Data Processing Inc
CIK 1794935
RICHMOND, VA
Position in ADP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$298,749
+$21,612 QoQ
Shares Held
1,334
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,764
of 2,277 holders
Holding Since
Jun 2023
10 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, 2026Heartwood Wealth Advisors LLC holds $894,213 across 2 Software - Application names. ADP ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
8,252 | $595,464 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
1,334 | $298,749 |
All Filings in ADP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,749 | 1,334 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $277,137 | 1,364 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $350,861 | 1,364 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $400,334 | 1,364 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $420,657 | 1,364 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $430,491 | 1,409 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $416,847 | 1,424 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $389,912 | 1,409 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $336,314 | 1,409 | Shares | Sole | 2024-07-09 | |
| 2023-06-30 | $298,694 | 1,359 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||