Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$242,761
+$23,937 QoQ
Shares Held
1,084
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,876
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EPG Wealth Management LLC holds $6,167,457 across 5 Software - Application names. ADP ranks #5 (3.9% of the industry book) .
All Filings in ADP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,761 | 1,084 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $218,824 | 1,077 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $302,245 | 1,175 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $344,275 | 1,173 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $360,211 | 1,168 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $353,498 | 1,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $336,346 | 1,149 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $347,296 | 1,255 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $322,182 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $251,238 | 1,006 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $248,578 | 1,067 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $285,568 | 1,187 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $264,187 | 1,202 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $267,156 | 1,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $567,292 | 2,375 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $539,236 | 2,384 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $432,262 | 2,058 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $466,912 | 2,052 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $488,474 | 1,981 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $381,447 | 1,908 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $360,693 | 1,816 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $346,784 | 1,840 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $309,935 | 1,759 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $207,282 | 1,486 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $221,101 | 1,485 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $112,077 | 820 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||