ANGELES WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1929170
SANTA MONICA, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$737,019
+$290,633 QoQ
Shares Held
3,291
+49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,292
of 2,277 holders
Holding Since
Mar 2022
17 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $11,752,810 across 19 Software - Application names. ADP ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
15,411 | $1,530,004 | |
| 2 | CRM |
Salesforce, Inc.
|
7,510 | $1,176,516 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,728 | $990,612 | |
| 4 | ADBE |
Adobe Inc.
|
3,892 | $797,937 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
3,291 | $737,019 | |
| 6 | DJCO |
Daily Journal Corp
|
1,044 | $627,642 | |
| 7 | CVLT |
Commvault Systems Inc
|
4,375 | $620,068 | |
| 8 | INTU |
Intuit Inc.
|
2,345 | $612,045 |
All Filings in ADP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,019 | 3,291 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $446,386 | 2,197 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $492,852 | 1,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $498,950 | 1,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $548,026 | 1,777 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $477,543 | 1,563 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $457,244 | 1,562 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $391,849 | 1,416 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $241,792 | 1,013 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $270,468 | 1,083 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $248,113 | 1,065 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $255,977 | 1,064 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $222,207 | 1,011 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $215,951 | 970 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $232,171 | 972 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $215,559 | 953 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $203,648 | 895 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||