Regent Peak Wealth Advisors LLC

Position in ADP — Automatic Data Processing Inc

CIK 1803329 ATLANTA, GA

Position in ADP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$474,997

+$58,072 QoQ

Shares Held

2,121

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,506

of 2,277 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $2,001,351 across 6 Software - Application names. ADP ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,697	$636,918
2	ADP	Automatic Data Processing Inc This page	2,121	$474,997
3	INTU	Intuit Inc.	899	$234,639
4	ADBE	Adobe Inc.	1,130	$231,672
5	CRM	Salesforce, Inc.	1,383	$216,660
6	DDOG	Datadog, Inc.	793	$206,465

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$474,997	2,121	+3.4%	Shares	Sole	2026-07-10
2026-03-31	$416,925	2,052	-22.1%	Shares	Sole	2026-04-14
2025-12-31	$677,543	2,634	-1.7%	Shares	Sole	2026-01-08
2025-09-30	$786,286	2,679	-18.1%	Shares	Sole	2025-10-16
2025-03-31	$999,694	3,272	-10.5%	Shares	Sole	2025-04-14
2024-12-31	$1,069,635	3,654	-62.8%	Shares	Sole	2025-01-07
2024-09-30	$2,719,702	9,828	-8.5%	Shares	Sole	2024-10-16
2024-06-30	$2,564,246	10,743	-3.5%	Shares	Sole	2024-08-14
2024-03-31	$2,781,354	11,137	-4.2%	Shares	Sole	2024-05-01
2023-12-31	$2,708,742	11,627	+1.2%	Shares	Sole	2024-01-23
2023-09-30	$2,763,783	11,488	+0.5%	Shares	Sole	2023-11-03
2023-06-30	$2,512,199	11,430	+1.2%	Shares	Sole	2023-07-19
2023-03-31	$2,514,828	11,296	+1.6%	Shares	Sole	2023-04-24
2022-12-31	$2,654,451	11,113	+4.5%	Shares	Sole	2023-02-08
2022-09-30	$2,405,756	10,636	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$2,220,122	10,570	+0.4%	Shares	Sole	2022-08-11
2022-03-31	$2,394,630	10,524	-3.1%	Shares	Sole	2022-05-03
2021-12-31	$2,678,845	10,864	-0.4%	Shares	Sole	2022-02-11
2021-09-30	$2,181,527	10,912	+1.6%	Shares	Sole	2021-11-08
2021-06-30	$2,132,980	10,739	+2.3%	Shares	Sole	2021-08-16
2021-03-31	$1,978,746	10,499	+7.7%	Shares	Sole	2021-04-28
2020-12-31	$1,718,126	9,751	+4.1%	Shares	Sole	2021-02-12
2020-09-30	$1,306,742	9,368	+6.2%	Shares	Sole	2020-11-04
2020-06-30	$1,313,507	8,822	+12.4%	Shares	Sole	2020-08-05
2020-03-31	$1,072,391	7,846	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.