Position in ADP
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$447,199
-$107,903 QoQ
Shares Held
2,201
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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, 2026KFG WEALTH MANAGEMENT, LLC holds $263,687 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,656 | $263,687 |
All Filings in ADP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,199 | 2,201 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $555,102 | 2,158 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $704,106 | 2,399 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $818,493 | 2,654 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $764,741 | 2,503 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $853,307 | 2,915 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $785,083 | 2,837 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $723,469 | 3,031 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $744,225 | 2,980 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $656,043 | 2,816 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $682,044 | 2,835 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $558,266 | 2,540 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $259,809 | 1,167 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||