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Disclosery

LPL Financial LLC: SSNC position timeline

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

LPL Financial LLC held 74,984 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,984 shares
    Change vs previous 13F -21,951 shares

    <0.01% of the 13F portfolio, value $4,652,734.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 96,935 shares
    Change vs previous 13F -32,134 shares

    <0.01% of the 13F portfolio, value $6,549,916.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 129,069 shares
    Change vs previous 13F -2,652 shares

    <0.01% of the 13F portfolio, value $11,283,210.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 131,721 shares
    Change vs previous 13F +26,107 shares

    <0.01% of the 13F portfolio, value $11,691,572.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 105,614 shares
    Change vs previous 13F +3,368 shares

    <0.01% of the 13F portfolio, value $8,744,885.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 102,246 shares
    Change vs previous 13F +16,191 shares

    <0.01% of the 13F portfolio, value $8,540,590.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 86,055 shares
    Change vs previous 13F +9,946 shares

    <0.01% of the 13F portfolio, value $6,521,220.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 76,109 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,648,020.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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