Heritage Wealth Management, Inc.
Position in ADP — Automatic Data Processing Inc
CIK 1944755
CINCINNATI, OH
Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$719,551
+$50,480 QoQ
Shares Held
3,213
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,304
of 2,277 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $1,641,414 across 3 Software - Application names. ADP ranks #1 (43.8% of the industry book) .
All Filings in ADP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,551 | 3,213 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $669,071 | 3,293 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $859,148 | 3,340 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $980,290 | 3,340 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,030,056 | 3,340 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,009,776 | 3,305 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $961,618 | 3,285 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $909,058 | 3,285 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $784,096 | 3,285 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||