Abound Wealth Management

Position in ADP — Automatic Data Processing Inc

CIK 1950323 FRANKLIN, TN

Position in ADP

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,150

-$37,314 QoQ

Shares Held

-89.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,225

of 2,277 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. ADP ranks #14 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	2,541	$290,131
2	CDNS	Cadence Design Systems Inc	470	$176,400
3	MSTR	Strategy Inc	1,057	$91,885
4	CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$60,882
5	WDAY	Workday, Inc.	375	$45,907
6	CRM	Salesforce, Inc.	258	$40,418
7	UBER	Uber Technologies, Inc	373	$26,915
8	WK	Workiva Inc	500	$24,255

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,150	23	-89.0%	Shares	Sole	2026-07-10
2026-03-31	$42,464	209	+65.9%	Shares	Sole	2026-04-10
2025-12-31	$32,410	126	+7.7%	Shares	Sole	2026-01-12
2025-09-30	$34,339	117	0.0%	Shares	Sole	2025-10-10
2025-06-30	$36,082	117	0.0%	Shares	Sole	2025-07-14
2025-03-31	$35,747	117	+58.1%	Shares	Sole	2025-04-17
2024-12-31	$21,662	74	+7.2%	Shares	Sole	2025-01-13
2024-09-30	$19,094	69	0.0%	Shares	Sole	2024-11-04
2024-06-30	$16,469	69	-5.5%	Shares	Sole	2024-08-09
2024-03-31	$18,231	73	+4.3%	Shares	Sole	2024-08-08
2023-12-31	$16,307	70	+6.1%	Shares	Sole	2024-08-08
2023-09-30	$15,878	66	+1.5%	Shares	Sole	2024-08-08
2023-06-30	$14,286	65	+20.4%	Shares	Sole	2024-08-08
2023-03-31	$12,022	54	+20.0%	Shares	Sole	2024-08-07
2022-12-31	$10,748	45	+21.6%	Shares	Sole	2024-08-07
2022-09-30	$8,369	37	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.