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Foster Victor Wealth Advisors, LLC: SSNC position timeline

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

Foster Victor Wealth Advisors, LLC held 181,209 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,209 shares
    Change vs previous 13F +69 shares

    0.64% of the 13F portfolio, value $12,102,949.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth 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 181,140 shares
    Change vs previous 13F -114,273 shares

    0.72% of the 13F portfolio, value $12,679,776.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth 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 295,413 shares
    Change vs previous 13F +21,950 shares

    1.48% of the 13F portfolio, value $25,340,560.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth 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 273,463 shares
    Change vs previous 13F +8,504 shares

    1.5% of the 13F portfolio, value $24,034,621.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth 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 264,959 shares
    Change vs previous 13F -2,550 shares

    1.5% of the 13F portfolio, value $22,076,372.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth 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 267,509 shares
    Change vs previous 13F -5,648 shares

    1.64% of the 13F portfolio, value $20,349,390.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth 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 273,157 shares
    Change vs previous 13F +14,072 shares

    1.64% of the 13F portfolio, value $21,442,794.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth 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 259,085 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $19,325,166.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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