Cedar Mountain Advisors, LLC
Position in DFIN — Donnelley Financial Solutions, Inc.
CIK 1798986
LAKE OSWEGO, OR
Position in DFIN
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$16,150
-$1,998 QoQ
Shares Held
385
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#188
of 242 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cedar Mountain Advisors, LLC holds $4,133,862 across 32 Software - Application names. DFIN ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
16,866 | $3,777,140 | |
| 2 | INTU |
Intuit Inc.
|
577 | $150,597 | |
| 3 | PAYX |
Paychex Inc
|
343 | $33,727 | |
| 4 | PTC |
Ptc Inc.
|
255 | $28,970 | |
| 5 | DFIN |
Donnelley Financial Solutions, Inc.
This page
|
385 | $16,150 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 7 | DAVE |
Dave Inc./DE
|
38 | $14,158 | |
| 8 | NOW |
ServiceNow, Inc.
|
106 | $10,523 |
All Filings in DFIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,150 | 385 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $18,148 | 385 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,975 | 385 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,800 | 385 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $23,735 | 385 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,828 | 385 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $24,151 | 385 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||