Private Wealth Management Group, LLC

Position in ADP — Automatic Data Processing Inc

CIK 2011342 PRINCETON, NJ

Position in ADP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$274,786

+$43,974 QoQ

Shares Held

1,227

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,806

of 2,277 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $1,150,752 across 59 Software - Application names. ADP ranks #1 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	1,227	$274,786
2	CVLT	Commvault Systems Inc	1,459	$206,784
3	ADSK	Autodesk, Inc.	498	$96,821
4	LYFT	Lyft, Inc.	4,000	$58,440
5	CRM	Salesforce, Inc.	348	$54,517
6	ADBE	Adobe Inc.	263	$53,920
7	SHOP	Shopify Inc.	407	$46,471
8	PAYX	Paychex Inc	268	$26,352

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,786	1,227	+8.0%	Shares	Sole	2026-07-27
2026-03-31	$230,812	1,136	-13.9%	Shares	Sole	2026-04-23
2025-12-31	$339,543	1,320	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$387,126	1,319	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$407,704	1,322	-0.2%	Shares	Sole	2025-07-29
2025-03-31	$404,521	1,324	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$387,281	1,323	0.0%	Shares	Sole	2025-01-27
2024-09-30	$366,113	1,323	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$316,025	1,324	-5.0%	Shares	Sole	2024-08-13
2024-03-31	$347,887	1,393	-10.2%	Shares	Sole	2024-04-30
2023-12-31	$361,569	1,552	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.