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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Partnership 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)
2,043
Value
$457.5K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of ADP by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,043$457.5K0.3%00.0%UnchangedHolders
Q1 20262,043$415.1K0.3%00.0%UnchangedHolders
Q4 20252,043$525.5K0.4%00.0%UnchangedHolders
Q3 20252,043$599.6K0.5%00.0%UnchangedHolders
Q2 20252,043$630.1K0.5%00.0%UnchangedHolders
Q1 20252,043$624.2K0.5%00.0%UnchangedHolders
Q4 20242,043$598.0K0.5%00.0%UnchangedHolders
Q3 20242,043$565.4K0.4%00.0%UnchangedHolders
Q2 20242,043$487.6K0.4%−50−2.4%ReducedHolders
Q1 20242,093$522.7K0.4%00.0%UnchangedHolders
Q4 20232,093$514.4K0.4%–No prior filingHolders