Beaumont Financial Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1957394
NEEDHAM, MA
Position in ADP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$925,137
+$18,548 QoQ
Shares Held
4,131
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,193
of 2,277 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $6,471,173 across 5 Software - Application names. ADP ranks #2 (14.3% of the industry book) .
All Filings in ADP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,137 | 4,131 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $906,589 | 4,462 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,100,687 | 4,279 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,264,691 | 4,309 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,156,808 | 3,751 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,101,741 | 3,606 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $948,152 | 3,239 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $610,743 | 2,207 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $690,291 | 2,892 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $753,715 | 3,018 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $716,848 | 3,077 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,041,711 | 4,330 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $936,744 | 4,262 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $936,604 | 4,207 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $998,195 | 4,179 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||