JEPPSON WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in ADP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$788,304
+$68,844 QoQ
Shares Held
3,520
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,266
of 2,277 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. ADP ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
|
1,078 | $221,011 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,304 | 3,520 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $719,460 | 3,541 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $669,055 | 2,601 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $776,014 | 2,644 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $815,409 | 2,644 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $809,348 | 2,649 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $781,296 | 2,669 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $749,661 | 2,709 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $647,804 | 2,714 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $691,530 | 2,769 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $643,929 | 2,764 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $666,166 | 2,769 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $631,676 | 2,874 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $658,762 | 2,959 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $726,850 | 3,043 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $644,641 | 2,850 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $597,983 | 2,847 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $590,466 | 2,595 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $636,176 | 2,580 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $527,788 | 2,640 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $517,405 | 2,605 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $490,964 | 2,605 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $460,763 | 2,615 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $364,766 | 2,615 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||