Position in ADP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$328,086
+$30,428 QoQ
Shares Held
1,465
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,704
of 2,276 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, 2026CFM WEALTH PARTNERS LLC holds $328,086 across 1 Software - Application name. ADP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,465 | $328,086 |
All Filings in ADP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,086 | 1,465 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $297,658 | 1,465 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $376,841 | 1,465 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $429,977 | 1,465 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $451,806 | 1,465 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $447,601 | 1,465 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $437,631 | 1,495 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $420,629 | 1,520 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $356,841 | 1,495 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $385,848 | 1,545 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $348,290 | 1,495 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $359,667 | 1,495 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $328,586 | 1,495 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $326,152 | 1,465 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $349,929 | 1,465 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $331,368 | 1,465 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $307,708 | 1,465 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $422,086 | 1,855 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $374,801 | 1,520 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $303,878 | 1,520 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $301,902 | 1,520 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $286,474 | 1,520 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $267,824 | 1,520 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $212,024 | 1,520 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $253,410 | 1,702 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $232,629 | 1,702 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||