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Eaton Financial Holdings Company, LLC: SSNC position timeline

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

Eaton Financial Holdings Company, LLC held 32,832 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 32,832 shares
    Change vs previous 13F +3,210 shares

    0.56% of the 13F portfolio, value $2,037,231.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, 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 29,622 shares
    Change vs previous 13F -947 shares

    0.66% of the 13F portfolio, value $2,001,526.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, 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 30,569 shares
    Change vs previous 13F -1,610 shares

    0.72% of the 13F portfolio, value $2,672,376.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, 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 32,179 shares
    Change vs previous 13F -1,978 shares

    0.8% of the 13F portfolio, value $2,856,211.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, 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 34,157 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,828,186.

    13F-HR 0001667731-25-000806 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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