Roehl & Yi Investment Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 2097566
Eugene, OR
Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$386,316
+$34,250 QoQ
Shares Held
18,672
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,611
of 2,277 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,664,690 across 4 Software - Application names. ADP ranks #2 (23.2% of the industry book) .
All Filings in ADP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,316 | 18,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $352,066 | 18,672 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $434,764 | 18,647 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $482,514 | 18,609 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $491,589 | 1,594 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $485,181 | 1,588 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $466,026 | 1,592 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||