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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Live Oak Private Wealth 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)
5,648
Value
$1.26M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ADP by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,648$1.26M0.2%00.0%UnchangedHolders
Q1 20265,648$1.15M0.2%00.0%UnchangedHolders
Q4 20255,648$1.45M0.2%−44−0.8%ReducedHolders
Q3 20255,692$1.67M0.2%00.0%UnchangedHolders
Q2 20255,692$1.76M0.3%−8−0.1%ReducedHolders
Q1 20255,700$1.74M0.3%+44+0.8%AddedHolders
Q4 20245,656$1.66M0.3%−97−1.7%ReducedHolders
Q3 20245,753$1.59M0.3%00.0%UnchangedHolders
Q2 20245,753$1.37M0.2%+16+0.3%AddedHolders
Q1 20245,737$1.43M0.2%−34−0.6%ReducedHolders
Q4 20235,771$1.34M0.3%−55−0.9%ReducedHolders
Q3 20235,826$1.40M0.3%+20+0.3%AddedHolders
Q2 20235,806$1.28M0.3%+70+1.2%AddedHolders
Q1 20235,736$1.28M0.3%+38+0.7%AddedHolders
Q4 20225,698$1.36M0.3%00.0%UnchangedHolders
Q3 20225,698$1.29M0.3%+15+0.3%AddedHolders
Q2 20225,683$1.19M0.3%+2,586+83.5%AddedHolders
Q1 20223,097$705.0K0.1%+1,810+140.6%AddedHolders
Q4 20211,287$317.0K0.1%00.0%UnchangedHolders
Q3 20211,287$257.0K0.1%+33+2.6%AddedHolders
Q2 20211,254$249.0K0.1%−65−4.9%ReducedHolders
Q1 20211,319$249.0K0.1%––Holders

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