PLANNING ALTERNATIVES LTD /ADV
Position in ADP — Automatic Data Processing Inc
CIK 712011
BIRMINGHAM, MI
Position in ADP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,850
New position
Shares Held
1,071
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,880
of 2,276 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026PLANNING ALTERNATIVES LTD /ADV holds $479,539 across 2 Software - Application names. ADP ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,071 | $239,850 | |
| 2 | CRM |
Salesforce, Inc.
|
1,530 | $239,689 |
All Filings in ADP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,850 | 1,071 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||