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InvesTrust: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of InvesTrust on ADP, newest first. How the timeline and the estimate are built.

InvesTrust held 13,327 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,327 shares
    Change vs previous 13F +82 shares

    1.15% of the 13F portfolio, value $2,984,581.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,245 shares
    Change vs previous 13F +133 shares

    1.13% of the 13F portfolio, value $2,691,119.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,112 shares
    Change vs previous 13F -243 shares

    1.3% of the 13F portfolio, value $3,372,799.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,355 shares
    Change vs previous 13F -6 shares

    1.44% of the 13F portfolio, value $3,919,692.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,361 shares
    Change vs previous 13F -16,148 shares

    1.59% of the 13F portfolio, value $4,120,532.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,509 shares
    Change vs previous 13F -30 shares

    2.47% of the 13F portfolio, value $9,015,885.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,539 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $8,649,824.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).