Dogwood Wealth Management LLC

Position in ADP — Automatic Data Processing Inc

CIK 2056922 LENEXA, KS

Position in ADP

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$52,852

-$275,283 QoQ

Shares Held

236

-85.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#855

of 937 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $1,127,660 across 26 Software - Application names. ADP ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	3,623	$359,691
2	ROP	Roper Technologies Inc	992	$335,682
3	INTU	Intuit Inc.	678	$176,958
4	ADP	Automatic Data Processing Inc This page	236	$52,852
5	PTC	Ptc Inc.	375	$42,603
6	UBER	Uber Technologies, Inc	264	$19,050
7	CDNS	Cadence Design Systems Inc	44	$16,514
8	CRM	Salesforce, Inc.	104	$16,292

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,852	236	-85.4%	Shares	Sole	2026-07-06
2026-03-31	$328,135	1,615	-34.9%	Shares	Sole	2026-05-12
2025-12-31	$638,444	2,482	-2.9%	Shares	Sole	2026-02-04
2025-09-30	$749,892	2,555	+2.4%	Shares	Sole	2025-11-12
2025-06-30	$769,149	2,494	-1.7%	Shares	Sole	2025-07-18
2025-03-31	$774,824	2,536	+3.6%	Shares	Sole	2025-04-30
2024-12-31	$716,603	2,448	+2105.4%	Shares	Sole	2025-03-04
2024-09-30	$30,717	111	0.0%	Shares	Sole	2025-02-28
2024-06-30	$26,494	111	+0.9%	Shares	Sole	2025-03-04
2024-03-31	$27,471	110	+0.9%	Shares	Sole	2025-02-28
2023-12-31	$25,393	109	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.