Position in ADP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,428,387
+$797,967 QoQ
Shares Held
19,774
+10.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#594
of 2,277 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $5,793,797 across 2 Software - Application names. ADP ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
19,774 | $4,428,387 | |
| 2 | PAYX |
Paychex Inc
|
13,886 | $1,365,410 |
All Filings in ADP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,428,387 | 19,774 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,630,420 | 17,868 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,318,377 | 16,788 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,419,184 | 18,464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,693,989 | 18,463 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,664,831 | 18,541 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,440,679 | 18,586 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,120,058 | 18,502 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,416,719 | 18,504 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,565,496 | 18,281 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,002,797 | 21,474 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,220,586 | 21,700 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,799,993 | 21,839 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,796,563 | 21,545 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,035,407 | 21,081 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||