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Moran Wealth Management, LLC: SSNC position timeline

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

Moran Wealth Management, LLC held 197,561 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 197,561 shares
    Change vs previous 13F -8,329 shares

    0.33% of the 13F portfolio, value $12,258,660.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 205,890 shares
    Change vs previous 13F -13,444 shares

    0.43% of the 13F portfolio, value $13,911,987.

    13F-HR 0002085853-26-000507 filed by Moran Wealth 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 ended2025-12-31
    13F 219,334 shares
    Change vs previous 13F -11,090 shares

    0.59% of the 13F portfolio, value $19,174,178.

    13F-HR 0002085853-26-000091 filed by Moran Wealth 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 ended2025-09-30
    13F 230,424 shares
    Change vs previous 13F -10,032 shares

    0.62% of the 13F portfolio, value $20,452,447.

    13F-HR 0002085853-25-000149 filed by Moran Wealth 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 ended2025-06-30
    13F 240,456 shares
    Change vs previous 13F -1,262 shares

    0.62% of the 13F portfolio, value $19,909,765.

    13F-HR 0001667731-25-000988 filed by Moran Wealth 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 ended2025-03-31
    13F 241,718 shares
    Change vs previous 13F -7,019 shares

    0.68% of the 13F portfolio, value $20,190,709.

    13F-HR 0001667731-25-000498 filed by Moran Wealth 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 ended2024-12-31
    13F 248,737 shares
    Change vs previous 13F -1,407 shares

    0.6% of the 13F portfolio, value $18,849,290.

    13F-HR 0001667731-25-000219 filed by Moran Wealth 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 ended2024-09-30
    13F 250,144 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $18,563,186.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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