WILLNER & HELLER, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1927796 ENCINO, CA

Position in ADP

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

Position Value

$444,764

+$44,094 QoQ

Shares Held

1,986

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,539

of 2,277 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $687,596 across 2 Software - Application names. ADP ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ADP	Automatic Data Processing Inc This page	1,986	$444,764
2	CDNS	Cadence Design Systems Inc	647	$242,832

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,764	1,986	+0.7%	Shares	Sole	2026-07-07
2026-03-31	$400,670	1,972	+0.6%	Shares	Sole	2026-04-17
2025-12-31	$504,170	1,960	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$572,618	1,951	+0.5%	Shares	Sole	2025-10-16
2025-06-30	$598,912	1,942	+0.5%	Shares	Sole	2025-07-22
2025-03-31	$590,589	1,933	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$563,212	1,924	-3.6%	Shares	Sole	2025-01-16
2024-09-30	$552,076	1,995	+0.5%	Shares	Sole	2024-10-10
2024-06-30	$474,038	1,986	+0.5%	Shares	Sole	2024-07-19
2024-03-31	$493,486	1,976	+9.9%	Shares	Sole	2024-07-19
2023-12-31	$418,880	1,798	+30.7%	Shares	Sole	2024-03-06
2022-12-31	$328,671	1,376	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$309,880	1,370	+0.5%	Shares	Sole	2022-10-24
2022-06-30	$286,284	1,363	+0.9%	Shares	Sole	2022-07-22
2022-03-31	$307,406	1,351	+0.4%	Shares	Sole	2022-07-05
2021-12-31	$331,650	1,345	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.