ADP β€” Automatic Data

Ownership history in BURKETT FINANCIAL SERVICES, LLC  Β·  7 quarters on record

AI Ownership Summary

BURKETT FINANCIAL SERVICES, LLC reported Automatic Data (ADP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows ADP at 0.00% 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 BURKETT FINANCIAL SERVICES, LLC's position in Automatic Data, 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
2026 Q1

ADP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 BURKETT FINANCIAL SERVICES, LLC held ADP β€” position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 27 β€” 0% 0.00% $6K 2026-05-15 (Est.) $195.38
2025 Q4 ADDED 27 +14 +107.7% 0.00% $7K 2026-01-05 $255.21
2025 Q3 UNCHANGED 13 β€” 0% 0.00% $4K 2025-11-24 $246.46
2025 Q2 UNCHANGED 13 β€” 0% 0.00% $4K 2025-07-01 $304.03
2025 Q1 UNCHANGED 13 β€” 0% 0.00% $4K 2025-04-11 $292.19
2024 Q4 UNCHANGED 13 β€” 0% 0.00% $4K 2025-01-06 $278.60
2024 Q3 INITIATED 13 β€” β€” 0.00% $4K 2024-10-08 $275.52

FAQ About BURKETT FINANCIAL SERVICES, 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 BURKETT FINANCIAL SERVICES, LLC reported owning ADP?

BURKETT FINANCIAL SERVICES, LLC reported ADP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ADP position in BURKETT FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for ADP was 0.00% in 2025 Q4.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2026 Q1, when BURKETT FINANCIAL SERVICES, LLC reported 27 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this ADP ownership page compare?

The chart compares BURKETT FINANCIAL SERVICES, 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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