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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Diversify 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)
36,413
Value
$9.28M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of ADP by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,413$9.28M0.2%+1,419+4.1%AddedHolders
Q1 202634,994$7.53M0.1%+18,398+110.9%AddedHolders
Q4 202516,596$4.27M0.2%−321−1.9%ReducedHolders
Q3 202516,917$4.35M0.3%+1,049+6.6%AddedHolders
Q2 202515,868$4.75M0.3%+1,588+11.1%AddedHolders
Q1 202514,280$4.22M0.3%+2,998+26.6%AddedHolders
Q4 202411,282$3.24M0.3%+5,712+102.5%AddedHolders
Q3 20245,570$1.62M0.2%+869+18.5%AddedHolders
Q2 20244,701$1.21M0.2%–No prior filingHolders