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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Optivise Advisory Services 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)
1,356
Value
$303.7K
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of ADP by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,356$303.7K0.2%−80−5.6%ReducedHolders
Q1 20261,436$291.7K0.2%−119−7.7%ReducedHolders
Q4 20251,555$400.0K0.2%+19+1.2%AddedHolders
Q3 20251,536$450.7K0.3%−181−10.5%ReducedHolders
Q2 20251,717$529.5K0.3%+127+8.0%AddedHolders
Q1 20251,590$485.9K0.3%+40+2.6%AddedHolders
Q4 20241,550$453.6K0.2%−54−3.4%ReducedHolders
Q3 20241,604$443.8K0.2%−52−3.1%ReducedHolders
Q2 20241,656$395.2K0.2%–No prior filingHolders