Cornerstone Planning, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1802105 CHARLOTTE, NC

Position in ADP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$655,458

-$2,579,980 QoQ

Shares Held

3,226

-74.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Planning, LLC holds $3,790,301 across 3 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	13,254	$2,076,371
2	SAP	Sap SE	8,189	$1,262,006
3	SHOP	Shopify Inc.	3,958	$451,924

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$655,458	3,226	-74.4%	Shares	Sole	2026-05-11
2025-12-31	$3,235,438	12,578	+87.4%	Shares	Sole	2026-03-17
2024-12-31	$1,964,803	6,712	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.