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Trellis Wealth Advisors LLC

SEC CIK
0001989031
Latest filing
Jul 15, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Trellis Wealth Advisors 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of ADP by Trellis Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−1,317−100.0%Sold outHolders
Q4 20231,317$306.8K0.2%00.0%UnchangedHolders
Q3 20231,317$316.8K0.2%00.0%UnchangedHolders
Q2 20231,317$289.5K0.2%00.0%UnchangedHolders
Q1 20231,317$293.2K0.2%00.0%UnchangedHolders
Q4 20221,317$314.6K0.3%–No prior filingHolders