Optivise Advisory Services LLC
Position in ADP — Automatic Data Processing Inc
CIK 2042876
FRANKLIN, TN
Position in ADP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$303,676
+$11,910 QoQ
Shares Held
1,356
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,752
of 2,276 holders
Holding Since
Jun 2024
9 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, 2026Optivise Advisory Services LLC holds $572,029 across 2 Software - Application names. ADP ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,356 | $303,676 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,703 | $268,353 |
All Filings in ADP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,676 | 1,356 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $291,766 | 1,436 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $399,992 | 1,555 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $450,816 | 1,536 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $529,522 | 1,717 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $485,792 | 1,590 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $453,731 | 1,550 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $443,874 | 1,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $395,270 | 1,656 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||