Position in ADP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$819,209
+$78,415 QoQ
Shares Held
3,658
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,250
of 2,277 holders
Holding Since
Sep 2021
20 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, 2026IAM Advisory, LLC holds $819,209 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
|
3,658 | $819,209 |
All Filings in ADP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,209 | 3,658 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $740,794 | 3,646 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $924,741 | 3,595 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,052,784 | 3,587 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,104,997 | 3,583 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,093,491 | 3,579 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,078,124 | 3,683 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,028,328 | 3,716 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $885,778 | 3,711 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $929,282 | 3,721 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $860,358 | 3,693 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $889,183 | 3,696 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $786,188 | 3,577 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $764,288 | 3,433 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $804,719 | 3,369 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $733,986 | 3,245 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $627,179 | 2,986 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $679,206 | 2,985 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $736,041 | 2,985 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $596,561 | 2,984 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||