PARTNERS WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 2054714
CARMEL BY THE SEA, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$237,610
+$16,551 QoQ
Shares Held
1,061
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,884
of 2,277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $886,107 across 2 Software - Application names. ADP ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
7,460 | $648,497 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
1,061 | $237,610 |
All Filings in ADP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,610 | 1,061 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $221,059 | 1,088 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $279,866 | 1,088 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $319,328 | 1,088 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $375,322 | 1,217 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $371,830 | 1,217 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $356,252 | 1,217 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||