Twelve Points Wealth Management LLC
Position in ADP — Automatic Data Processing Inc
CIK 1877090
CONCORD, MA
Position in ADP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$614,966
+$40,780 QoQ
Shares Held
2,746
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,387
of 2,277 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $1,403,773 across 5 Software - Application names. ADP ranks #1 (43.8% of the industry book) .
All Filings in ADP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,966 | 2,746 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $574,186 | 2,826 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $726,931 | 2,826 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $858,781 | 2,926 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $902,378 | 2,926 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $893,980 | 2,926 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $824,913 | 2,818 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $776,781 | 2,807 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $670,002 | 2,807 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $701,020 | 2,807 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $654,179 | 2,808 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $721,740 | 3,000 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $680,909 | 3,098 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $683,919 | 3,072 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $788,238 | 3,300 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $678,570 | 3,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $630,120 | 3,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $682,620 | 3,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $739,740 | 3,000 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||