Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Automatic Data Processing shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Automatic Data Processing

Tip: Access up to 7 years of quarterly data

All positions including Automatic Data Processing held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Automatic Data Processing by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $727k 2.8k 257.22
2025-09-30 $871k 3.0k 293.53
2025-06-30 $945k 3.1k 308.40
2025-03-31 $936k 3.1k 305.53
2024-12-31 $871k 3.0k 292.73
2024-09-30 $419k 1.5k 276.73
2024-06-30 $361k 1.5k 238.69