Automatic Data Processing shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Automatic Data Processing
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Quarterly reported holdings in Automatic Data Processing by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 1.4k | 293.50 |
| 2025-06-30 | $421k | 1.4k | 308.40 |
| 2025-03-31 | $431k | 1.4k | 305.53 |
| 2024-12-31 | $417k | 1.4k | 292.73 |
| 2024-09-30 | $390k | 1.4k | 276.73 |
| 2024-06-30 | $336k | 1.4k | 238.69 |
| 2023-06-30 | $299k | 1.4k | 219.79 |