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AFFINITY INVESTMENT ADVISORS, LLC: SSNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY INVESTMENT ADVISORS, LLC on SSNC, newest first. How the timeline and the estimate are built.

AFFINITY INVESTMENT ADVISORS, LLC held 17,809 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,809 shares
    Change vs previous 13F +6,468 shares

    0.56% of the 13F portfolio, value $1,105,048.

    13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT ADVISORS, LLC
    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 11,341 shares
    Change vs previous 13F +1,720 shares

    0.48% of the 13F portfolio, value $766,311.

    13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT ADVISORS, LLC
    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 9,621 shares
    Change vs previous 13F +610 shares

    0.56% of the 13F portfolio, value $841,068.

    13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
    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 9,011 shares
    Change vs previous 13F +670 shares

    0.54% of the 13F portfolio, value $799,816.

    13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, LLC
    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 8,341 shares
    Change vs previous 13F -482 shares

    0.52% of the 13F portfolio, value $690,635.

    13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
    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 8,823 shares
    Change vs previous 13F +1,400 shares

    0.6% of the 13F portfolio, value $736,985.

    13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, LLC
    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 7,423 shares
    Change vs previous 13F -2,091 shares

    0.47% of the 13F portfolio, value $562,515.

    13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,514 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $706,034.

    13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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