ROI Financial Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 2011633
Beaverton, OR
Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$912,148
-$305,103 QoQ
Shares Held
4,073
-32.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,198
of 2,276 holders
Holding Since
Dec 2023
11 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, 2026ROI Financial Advisors, LLC holds $1,304,953 across 2 Software - Application names. ADP ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
4,073 | $912,148 | |
| 2 | INTU |
Intuit Inc.
|
1,505 | $392,805 |
All Filings in ADP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,148 | 4,073 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,217,251 | 5,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,818,873 | 7,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,100,286 | 7,156 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,106,372 | 6,830 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,856,094 | 6,075 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,663,584 | 5,683 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,584,555 | 5,726 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,212,783 | 5,081 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,190,510 | 4,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,174,634 | 5,042 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||