Evernest Financial Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 2009530
CARMEL, IN
Position in ADP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$393,762
-$172,144 QoQ
Shares Held
1,938
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 9.081527347781218.ToString("F0")%
Shared 0.ToString("F0")%
None 90.91847265221878.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Evernest Financial Advisors, LLC holds $2,020,778 across 3 Software - Application names. ADP ranks #2 (19.5% of the industry book) .
All Filings in ADP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,762 | 1,938 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $565,906 | 2,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $924,525 | 3,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $945,246 | 3,065 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $885,120 | 2,897 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $735,923 | 2,514 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $689,334 | 2,491 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $610,091 | 2,556 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $629,594 | 2,521 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $569,145 | 2,443 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $609,299 | 2,471 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||