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
- period ended2026-06-3013F 17,809 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,341 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,621 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,011 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,341 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,823 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,423 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,514 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).