Mowery & Schoenfeld Wealth Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in ADP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,614
+$706 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,208
of 2,272 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $302,260 across 9 Software - Application names. ADP ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
390 | $114,059 | |
| 2 | CRM |
Salesforce, Inc.
|
697 | $109,192 | |
| 3 | ADBE |
Adobe Inc.
|
135 | $27,677 | |
| 4 | SAP |
Sap SE
|
143 | $22,037 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
39 | $14,637 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
34 | $7,614 | |
| 7 | PTC |
Ptc Inc.
|
42 | $4,771 | |
| 8 | SNOW |
Snowflake Inc.
|
7 | $1,781 |
All Filings in ADP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,614 | 34 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,908 | 34 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $81,799 | 318 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $32,872 | 112 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $39,475 | 128 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $39,107 | 128 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $37,469 | 128 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||