SEC 13F Intelligence

Systm Wealth Solutions LLC / ADP

Systm Wealth Solutions LLC’s Automatic Data Processing In Position

Does Systm Wealth Solutions LLC own Automatic Data Processing In (ADP)? Yes — 550 shares worth $152,936 (+4.64% of its 13F portfolio) as of Q3 2024, down from 32.4K shares the prior filed quarter.

Position Value
$152,936
Q3 2024
Shares
550
% of Portfolio
+4.64%
Quarters Held
8
currently held

Position History ADP

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $7MQ2 ’23Q3 ’23: $8MQ3 ’23Q4 ’23: $8MQ4 ’23Q1 ’24: $9MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $152,936Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024550$152,936+4.64%
Q2 202432.4K$8M+1.73%
Q1 202437.7K$9M+1.19%
Q4 202333.0K$8M+1.07%
Q3 202331.6K$8M+1.17%
Q2 202331.6K$7M+0.94%
Q1 202313.7K$3M+0.47%
Q4 202217.7K$4M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of ADP.