Position in ADP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$640,273
+$48,207 QoQ
Shares Held
2,859
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,367
of 2,277 holders
Holding Since
Mar 2020
26 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, 2026Summit Wealth Partners, LLC holds $976,177 across 2 Software - Application names. ADP ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
2,859 | $640,273 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,655 | $335,904 |
All Filings in ADP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,273 | 2,859 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $592,066 | 2,914 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $713,556 | 2,774 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $814,169 | 2,774 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $855,501 | 2,774 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $847,540 | 2,774 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $811,740 | 2,773 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $708,705 | 2,561 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $611,285 | 2,561 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $639,584 | 2,561 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $596,636 | 2,561 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $616,125 | 2,561 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $562,882 | 2,561 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $589,969 | 2,650 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $650,176 | 2,722 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $615,689 | 2,722 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $556,606 | 2,650 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $602,981 | 2,650 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $653,437 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $529,788 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $526,343 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $499,445 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $466,930 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $369,648 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $394,558 | 2,650 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $362,202 | 2,650 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||