Position in ADP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$362,799
+$131,784 QoQ
Shares Held
1,620
+42.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,652
of 2,277 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Falcon Wealth Planning holds $634,530 across 2 Software - Application names. ADP ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,620 | $362,799 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
724 | $271,731 |
All Filings in ADP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,799 | 1,620 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $231,015 | 1,137 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $233,050 | 906 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $249,768 | 851 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $244,252 | 792 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $248,395 | 813 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $231,549 | 791 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $210,591 | 761 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||