Position in ADP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$973,062
+$140,228 QoQ
Shares Held
4,345
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,176
of 2,277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bison Wealth, LLC holds $3,087,608 across 7 Software - Application names. ADP ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
4,345 | $973,062 | |
| 2 | SNOW |
Snowflake Inc.
|
2,445 | $622,252 | |
| 3 | PAYX |
Paychex Inc
|
5,456 | $536,488 | |
| 4 | CRM |
Salesforce, Inc.
|
1,689 | $264,598 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,521 | $250,284 | |
| 6 | TEAM |
Atlassian Corp
|
2,940 | $228,702 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,941 | $212,222 |
All Filings in ADP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,062 | 4,345 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $832,834 | 4,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,131,554 | 4,399 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,440,791 | 4,909 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,550,018 | 5,026 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,482,126 | 4,851 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $370,010 | 1,264 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||