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Copeland Capital Management, LLC: SSNC position timeline

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

Copeland Capital Management, LLC held 2,636 SSNC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,636 shares
    Change vs previous 13F -180 shares

    <0.01% of the 13F portfolio, value $203,156.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,816 shares
    Change vs previous 13F -727 shares

    <0.01% of the 13F portfolio, value $174,732.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,543 shares
    Change vs previous 13F +824 shares

    0.01% of the 13F portfolio, value $239,400.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,719 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $237,694.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,719 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $241,338.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,704 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $223,891.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,704 shares
    Change vs previous 13F -862 shares

    <0.01% of the 13F portfolio, value $225,865.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,231.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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