INDEPENDENT FINANCIAL GROUP, LLC
Position in ADP — Automatic Data Processing Inc
CIK 275484
SAN DIEGO, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$572,640
+$139,054 QoQ
Shares Held
2,557
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,416
of 2,272 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names. ADP ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
This page
|
2,557 | $572,640 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,640 | 2,557 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $433,586 | 2,134 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $573,108 | 2,228 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $745,490 | 2,540 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $692,666 | 2,246 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $714,023 | 2,337 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $715,139 | 2,443 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $698,466 | 2,524 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $705,090 | 2,954 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $659,063 | 2,639 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $560,758 | 2,407 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $559,829 | 2,327 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $403,534 | 1,836 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $394,055 | 1,770 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $421,826 | 1,766 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $404,653 | 1,789 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $375,761 | 1,789 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $401,153 | 1,763 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $380,472 | 1,543 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $326,269 | 1,632 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $324,147 | 1,632 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $284,589 | 1,510 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $251,437 | 1,427 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $254,011 | 1,821 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $211,870 | 1,423 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||