Cyndeo Wealth Partners, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1950947 ST. PETERSBURG, FL

Position in ADP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,231,024

+$507,496 QoQ

Shares Held

23,358

+0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#554

of 2,277 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. ADP ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	23,358	$5,231,024
2	INTU	Intuit Inc.	8,974	$2,342,214
3	CDNS	Cadence Design Systems Inc	1,529	$573,864
4	FICO	Fair Isaac Corp	451	$538,845
5	CRM	Salesforce, Inc.	2,826	$442,721
6	PAYX	Paychex Inc	4,011	$394,401
7	UBER	Uber Technologies, Inc	5,026	$362,676
8	SHOP	Shopify Inc.	3,096	$353,501

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,231,024	23,358	+0.5%	Shares	Sole	2026-07-21
2026-03-31	$4,723,528	23,248	-15.9%	Shares	Sole	2026-04-13
2025-12-31	$7,106,493	27,627	-3.2%	Shares	Sole	2026-01-07
2025-09-30	$8,378,838	28,548	-9.5%	Shares	Sole	2025-10-10
2025-06-30	$9,724,777	31,533	+1.5%	Shares	Sole	2025-07-24
2025-03-31	$9,490,067	31,061	+11.5%	Shares	Sole	2025-04-17
2024-12-31	$8,154,579	27,857	+1.7%	Shares	Sole	2025-01-21
2024-09-30	$7,581,571	27,397	+31.1%	Shares	Sole	2024-10-18
2024-06-30	$4,989,575	20,904	+9.1%	Shares	Sole	2024-07-30
2024-03-31	$4,785,517	19,162	-3.2%	Shares	Sole	2024-04-17
2023-12-31	$4,612,806	19,800	+36.7%	Shares	Sole	2024-01-12
2023-09-30	$3,484,079	14,482	-2.5%	Shares	Sole	2023-10-10
2023-06-30	$3,264,760	14,854	+64.9%	Shares	Sole	2023-07-27
2023-03-31	$2,005,673	9,009	-25.5%	Shares	Sole	2023-04-25
2022-12-31	$2,888,772	12,094	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.