Performance Wealth Partners, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1908765 HINSDALE, IL

Position in ADP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$387,209

+$37,943 QoQ

Shares Held

1,729

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,608

of 2,276 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $1,423,758 across 4 Software - Application names. ADP ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	2,928	$458,700
2	ADP	Automatic Data Processing Inc This page	1,729	$387,209
3	SHOP	Shopify Inc.	3,221	$367,773
4	NOW	ServiceNow, Inc.	2,116	$210,076

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,209	1,729	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$349,266	1,719	-2.2%	Shares	Sole	2026-04-10
2025-12-31	$452,210	1,758	-0.1%	Shares	Sole	2026-01-21
2025-09-30	$516,560	1,760	0.0%	Shares	Sole	2025-11-07
2025-06-30	$542,784	1,760	-0.2%	Shares	Sole	2025-07-28
2025-03-31	$538,954	1,764	-1.6%	Shares	Sole	2025-04-22
2024-12-31	$524,864	1,793	-1.3%	Shares	Sole	2025-01-17
2024-09-30	$502,818	1,817	+6.8%	Shares	Sole	2024-10-10
2024-06-30	$406,011	1,701	-5.6%	Shares	Sole	2024-07-22
2024-03-31	$449,781	1,801	0.0%	Shares	Sole	2024-04-30
2023-12-31	$419,578	1,801	0.0%	Shares	Sole	2024-01-22
2023-09-30	$433,284	1,801	0.0%	Shares	Sole	2023-10-30
2023-06-30	$395,841	1,801	0.0%	Shares	Sole	2023-07-13
2023-03-31	$400,956	1,801	-2.5%	Shares	Sole	2023-04-20
2022-12-31	$441,174	1,847	-6.5%	Shares	Sole	2023-01-19
2022-09-30	$446,951	1,976	0.0%	Shares	Sole	2022-10-17
2022-06-30	$415,039	1,976	+9.7%	Shares	Sole	2022-07-15
2022-03-31	$409,799	1,801	0.0%	Shares	Sole	2022-04-21
2021-12-31	$444,090	1,801	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.