FRG Family Wealth Advisors LLC
Position in ADP — Automatic Data Processing Inc
CIK 1893327
BELLEVUE, WA
Position in ADP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,545,746
-$1,767,707 QoQ
Shares Held
22,373
-8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $5,549,283 across 2 Software - Application names. ADP ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
22,373 | $4,545,746 | |
| 2 | CRM |
Salesforce, Inc.
|
5,376 | $1,003,537 |
All Filings in ADP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,545,746 | 22,373 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,313,453 | 24,544 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,396,200 | 25,200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,771,988 | 25,201 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,699,661 | 25,201 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,377,088 | 25,201 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,064,916 | 25,530 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $6,162,975 | 25,820 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,448,286 | 25,820 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,729,338 | 28,885 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,949,153 | 28,885 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,350,612 | 28,894 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,497,233 | 29,184 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,054,491 | 29,534 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,680,295 | 29,534 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,266,333 | 29,834 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $6,788,428 | 29,834 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,356,467 | 29,834 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,074,169 | 30,383 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $6,371,332 | 32,078 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $6,045,740 | 32,078 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $5,652,143 | 32,078 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $4,474,560 | 32,078 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $4,776,093 | 32,078 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $4,384,421 | 32,078 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||