WealthPlan Investment Management, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1929986 OMAHA, NE

Position in ADP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$522,026

+$66,294 QoQ

Shares Held

2,331

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,468

of 2,277 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $5,223,203 across 7 Software - Application names. ADP ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	23,907	$1,725,128
2	ADBE	Adobe Inc.	5,809	$1,190,961
3	NOW	ServiceNow, Inc.	8,540	$847,850
4	ADP	Automatic Data Processing Inc This page	2,331	$522,026
5	ROP	Roper Technologies Inc	1,241	$419,941
6	SHOP	Shopify Inc.	2,615	$298,579
7	INTU	Intuit Inc.	838	$218,718

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,026	2,331	+3.9%	Shares	Other	2026-07-28
2026-03-31	$455,732	2,243	-5.6%	Shares	Sole	2026-04-29
2025-12-31	$610,921	2,375	-8.2%	Shares	Sole	2026-02-05
2025-09-30	$759,578	2,588	-19.8%	Shares	Sole	2025-10-27
2025-06-30	$994,898	3,226	+17.0%	Shares	Sole	2025-07-28
2025-03-31	$842,651	2,758	+6.5%	Shares	Sole	2025-05-12
2024-12-31	$757,877	2,589	-3.9%	Shares	Sole	2025-01-30
2024-09-30	$745,233	2,693	+0.4%	Shares	Sole	2024-11-05
2024-06-30	$640,405	2,683	-16.7%	Shares	Sole	2024-08-09
2024-03-31	$803,913	3,219	-0.0%	Shares	Sole	2024-05-16
2023-12-31	$750,163	3,220	-30.0%	Shares	Sole	2024-01-05
2023-03-31	$1,023,652	4,598	-24.8%	Shares	Sole	2023-05-08
2022-12-31	$1,460,867	6,116	-0.4%	Shares	Sole	2023-02-15
2022-09-30	$1,388,354	6,138	-16.1%	Shares	Sole	2022-12-12
2022-03-31	$1,664,000	7,313	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.