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Disclosery

Haven Private, LLC: SSNC position timeline

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

Haven Private, LLC held 6,473 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,473 shares
    Change vs previous 13F -2,454 shares

    0.15% of the 13F portfolio, value $401,650.

    13F-HR 0001705819-26-000047 filed by Haven Private, 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 8,927 shares
    Change vs previous 13F -953 shares

    0.26% of the 13F portfolio, value $603,197.

    13F-HR 0001705819-26-000033 filed by Haven Private, 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 9,880 shares
    Change vs previous 13F +124 shares

    0.38% of the 13F portfolio, value $863,710.

    13F-HR 0001705819-26-000021 filed by Haven Private, 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 9,756 shares
    Change vs previous 13F +314 shares

    0.38% of the 13F portfolio, value $865,943.

    13F-HR 0001705819-25-000080 filed by Haven Private, 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 9,442 shares
    Change vs previous 13F +37 shares

    0.35% of the 13F portfolio, value $781,798.

    13F-HR 0001705819-25-000053 filed by Haven Private, 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 9,405 shares
    Change vs previous 13F -86 shares

    0.44% of the 13F portfolio, value $785,600.

    13F-HR 0001705819-25-000035 filed by Haven Private, 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 9,491 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $719,228.

    13F-HR 0001705819-25-000021 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

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