San Luis Wealth Advisors LLC

Position in ADP — Automatic Data Processing Inc

CIK 1844709 SAN LUIS OBISPO, CA

Position in ADP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$220,814

+$18,244 QoQ

Shares Held

986

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,940

of 2,277 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $5,235,547 across 3 Software - Application names. ADP ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	22,997	$4,714,844
2	FICO	Fair Isaac Corp	251	$299,889
3	ADP	Automatic Data Processing Inc This page	986	$220,814

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,814	986	-1.1%	Shares	Sole	2026-07-16
2026-03-31	$202,570	997	+0.2%	Shares	Sole	2026-04-29
2025-12-31	$255,943	995	-15.2%	Shares	Sole	2026-01-26
2025-09-30	$344,275	1,173	+39.0%	Shares	Sole	2025-11-18
2025-06-30	$260,289	844	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$257,256	842	-0.4%	Shares	Sole	2025-04-18
2024-12-31	$247,356	845	+0.2%	Shares	Sole	2025-01-14
2024-09-30	$233,283	843	-43.2%	Shares	Sole	2024-10-09
2023-12-31	$345,960	1,485	-56.4%	Shares	Sole	2024-01-17
2023-09-30	$818,934	3,404	-64.7%	Shares	Sole	2023-10-31
2023-06-30	$2,121,852	9,654	-11.0%	Shares	Sole	2023-08-02
2023-03-31	$2,415,758	10,851	+55.3%	Shares	Sole	2023-05-10
2022-03-31	$1,590,049	6,988	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,723,101	6,988	-34.7%	Shares	Sole	2022-02-14
2021-09-30	$2,139,144	10,700	+166.4%	Shares	Sole	2021-11-09
2020-12-31	$707,795	4,017	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.