Capital Advisors Wealth Management, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1824700 YAKIMA, WA

Position in ADP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$331,446

+$30,537 QoQ

Shares Held

1,480

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,697

of 2,277 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $331,446 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	1,480	$331,446

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,446	1,480	-0.1%	Shares	Sole	2026-07-23
2026-03-31	$300,909	1,481	-6.2%	Shares	Sole	2026-04-08
2025-12-31	$406,166	1,579	-8.8%	Shares	Sole	2026-01-21
2025-09-30	$508,048	1,731	+0.3%	Shares	Sole	2025-10-16
2025-06-30	$532,298	1,726	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$527,039	1,725	+9.5%	Shares	Sole	2025-04-25
2024-12-31	$461,049	1,575	0.0%	Shares	Sole	2025-01-15
2024-09-30	$435,849	1,575	0.0%	Shares	Sole	2024-10-15
2024-06-30	$375,936	1,575	-1.6%	Shares	Sole	2024-07-16
2024-03-31	$399,584	1,600	0.0%	Shares	Sole	2024-04-12
2023-12-31	$372,752	1,600	0.0%	Shares	Sole	2024-01-09
2023-09-30	$384,928	1,600	0.0%	Shares	Sole	2023-10-11
2023-06-30	$351,664	1,600	0.0%	Shares	Sole	2023-07-12
2023-03-31	$356,208	1,600	0.0%	Shares	Sole	2023-04-14
2022-12-31	$382,176	1,600	-2.0%	Shares	Sole	2023-02-10
2022-09-30	$369,368	1,633	0.0%	Shares	Sole	2022-11-14
2022-06-30	$342,995	1,633	+4.0%	Shares	Sole	2022-08-04
2022-03-31	$357,237	1,570	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.