Position in ADP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$212,528
-$23,351 QoQ
Shares Held
949
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,951
of 2,277 holders
Holding Since
Sep 2024
7 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, 2026Balboa Wealth Partners holds $3,236,044 across 4 Software - Application names. ADP ranks #4 (6.6% of the industry book) .
All Filings in ADP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,528 | 949 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $235,879 | 917 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $253,584 | 864 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $269,233 | 873 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $263,672 | 863 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $257,895 | 881 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $232,453 | 840 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||