PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in ADP — Automatic Data Processing Inc

CIK 2145782 WALTHAM, MA

Position in ADP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$71,664

+$6,647 QoQ

Shares Held

320

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,068

of 2,277 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,224,969 across 19 Software - Application names. ADP ranks #11 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRAB	Grab Holdings Ltd	107,832	$406,526
2	UBER	Uber Technologies, Inc	4,478	$323,132
3	ADSK	Autodesk, Inc.	1,158	$225,138
4	ESTC	Elastic N.V.	3,853	$219,698
5	DT	Dynatrace, Inc.	4,565	$200,449
6	PAR	Par Technology Corp	9,473	$165,019
7	TTAN	ServiceTitan, Inc.	2,169	$153,369
8	SAP	Sap SE	743	$114,503

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,664	320	0.0%	Shares	Sole	2026-08-07
2026-03-31	$65,017	320	0.0%	Shares	Sole	2026-08-07
2025-12-31	$82,313	320	0.0%	Shares	Sole	2026-08-07
2025-09-30	$93,920	320	-8.6%	Shares	Sole	2026-08-07
2025-06-30	$107,940	350	0.0%	Shares	Sole	2026-08-07
2025-03-31	$106,935	350	0.0%	Shares	Sole	2026-08-07
2024-12-31	$102,455	350	0.0%	Shares	Sole	2026-08-07
2024-09-30	$96,855	350	0.0%	Shares	Sole	2026-08-07
2024-06-30	$83,541	350	0.0%	Shares	Sole	2026-08-07
2024-03-31	$87,409	350	0.0%	Shares	Sole	2026-08-07
2023-12-31	$81,539	350	0.0%	Shares	Sole	2026-08-07
2023-09-30	$84,203	350	0.0%	Shares	Sole	2026-08-07
2023-06-30	$76,926	350	0.0%	Shares	Sole	2026-08-07
2023-03-31	$77,920	350	0.0%	Shares	Sole	2026-08-07
2022-12-31	$83,601	350	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.