ADP β€” AUTOMATIC DATA PROCESSING IN

Ownership history in Allen Capital Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Allen Capital Group, LLC reported AUTOMATIC DATA PROCESSING IN (ADP) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows ADP at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allen Capital Group, LLC's position in AUTOMATIC DATA PROCESSING IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ADP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allen Capital Group, LLC held ADP β€” position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 739 +18 +2.5% 0.02% $217K 2025-10-27 $276.44
2025 Q2 ADDED 721 +30 +4.3% 0.02% $222K 2025-08-12 $293.74
2025 Q1 INITIATED 691 β€” β€” 0.02% $211K 2025-05-02 $296.12

FAQ About Allen Capital Group, LLC and ADP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allen Capital Group, LLC reported owning ADP?

Allen Capital Group, LLC reported ADP across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ADP position in Allen Capital Group, LLC's portfolio?

The largest reported portfolio weight for ADP was 0.02% in 2025 Q1.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2025 Q3, when Allen Capital Group, LLC reported 739 shares, equal to 0.02% of portfolio, with an estimated market value of $217K.

What does the chart on this ADP ownership page compare?

The chart compares Allen Capital Group, LLC's quarterly ADP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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