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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Liberty Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADP overviewAll 13F holders of ADPFull Q2 2026 holdings

Shares (Q2 2026)
4,213
Value
$894.7K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of ADP by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,213$894.7K0.1%00.0%UnchangedHolders
Q1 20264,213$894.7K0.1%−178−4.1%ReducedHolders
Q4 20254,391$1.13M0.1%−89−2.0%ReducedHolders
Q3 20254,480$1.32M0.2%+79+1.8%AddedHolders
Q2 20254,401$1.36M0.2%+4,401NewHolders
Q1 20250$00.0%−4,684−100.0%Sold outHolders
Q4 20244,684$1.37M0.2%+1,553+49.6%AddedHolders
Q3 20243,131$866.0K0.1%+265+9.2%AddedHolders
Q2 20242,866$684.0K0.1%+7+0.2%AddedHolders
Q1 20242,859$714.0K0.1%+3+0.1%AddedHolders
Q4 20232,856$665.0K0.1%+58+2.1%AddedHolders
Q3 20232,798$673.0K0.2%+3+0.1%AddedHolders
Q2 20232,795$614.4K0.2%+2+0.1%AddedHolders
Q1 20232,793$621.7K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20223,036$686.0K0.2%−14−0.5%ReducedHolders
Q2 20223,050$640.0K0.3%−156−4.9%ReducedHolders
Q1 20223,206$729.0K0.3%+146+4.8%AddedHolders
Q4 20213,060$754.0K0.3%−409−11.8%ReducedHolders
Q3 20213,469$706.0K0.3%−29−0.8%ReducedHolders
Q2 20213,498$695.0K0.3%+2+0.1%AddedHolders
Q1 20213,496$581.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.