Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$769,940
+$49,667 QoQ
Shares Held
3,438
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,277
of 2,277 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $1,165,423 across 2 Software - Application names. ADP ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
3,438 | $769,940 | |
| 2 | PAYX |
Paychex Inc
|
4,022 | $395,483 |
All Filings in ADP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,940 | 3,438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $720,273 | 3,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $929,114 | 3,612 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $757,230 | 2,580 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,116,073 | 10,104 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,116,406 | 10,200 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,006,337 | 10,270 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,950,771 | 10,663 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $350,565 | 1,595 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $353,091 | 1,586 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $376,921 | 1,578 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $355,344 | 1,571 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $329,972 | 1,571 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $357,465 | 1,571 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $387,377 | 1,571 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $314,074 | 1,571 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $316,401 | 1,593 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $309,844 | 1,644 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $651,235 | 3,696 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||