Morton Brown Family Wealth, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1909851
ALLENTOWN, PA
Position in ADP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,343
-$50,019 QoQ
Shares Held
6
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,255
of 2,277 holders
Holding Since
Dec 2021
9 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, 2026Morton Brown Family Wealth, LLC holds $367,436 across 13 Software - Application names. ADP ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
850 | $240,660 | |
| 2 | PAYX |
Paychex Inc
|
990 | $97,346 | |
| 3 | UBER |
Uber Technologies, Inc
|
124 | $8,947 | |
| 4 | SAP |
Sap SE
|
48 | $7,397 | |
| 5 | SNOW |
Snowflake Inc.
|
25 | $6,362 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
6 | $1,343 | |
| 8 | DDOG |
Datadog, Inc.
|
4 | $1,041 |
All Filings in ADP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343 | 6 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $51,362 | 175 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $53,970 | 175 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $53,467 | 175 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $51,227 | 175 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $48,427 | 175 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $23,297 | 100 | Shares | Sole | 2024-01-29 | |
| 2022-06-30 | $1,680 | 8 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $986 | 4 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||