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1858 Wealth Management, LLC

SEC CIK
0002011812
Latest filing
Nov 14, 2025

ADP holding history

Automatic Data Processing Inc in every 13F filed by 1858 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 Q3 2025 holdings

Shares (Q3 2025)
5,351
Value
$1.57M
% of portfolio
1.1%
Quarters held
8
Since Q4 2023
Holdings of ADP by 1858 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20255,351$1.57M1.1%−300−5.3%ReducedHolders
Q2 20255,651$1.74M1.3%−300−5.0%ReducedHolders
Q1 20255,951$1.82M1.5%−261−4.2%ReducedHolders
Q4 20246,212$1.82M1.4%−20−0.3%ReducedHolders
Q3 20246,232$1.72M1.4%00.0%UnchangedHolders
Q2 20246,232$1.49M1.2%+24+0.4%AddedHolders
Q1 20246,208$1.45M1.4%00.0%UnchangedHolders
Q4 20236,208$1.45M1.4%–No prior filingHolders