Endowment Wealth Management, Inc.
EndowmentPosition in ADP — Automatic Data Processing Inc
CIK 1904477
APPLETON, WI
Position in ADP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$212,526
-$44,961 QoQ
Shares Held
1,046
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Endowment Wealth Management, Inc. holds $735,526 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
10,193 | $735,526 |
All Filings in ADP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,526 | 1,046 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $257,487 | 1,001 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $303,772 | 1,035 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $322,586 | 1,046 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $329,055 | 1,077 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $312,050 | 1,066 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $301,912 | 1,091 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $266,855 | 1,118 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $276,711 | 1,108 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $257,897 | 1,107 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $268,968 | 1,118 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $247,923 | 1,128 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $233,093 | 1,047 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $260,835 | 1,092 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $263,058 | 1,163 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $244,696 | 1,165 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $264,173 | 1,161 | Shares | Other | 2022-05-04 | |
| 2021-12-31 | $260,141 | 1,055 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||