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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: SSNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. on SSNC, newest first. How the timeline and the estimate are built.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. held 111,173 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,173 shares
    Change vs previous 13F -37,582 shares

    0.34% of the 13F portfolio, value $6,898,261.

    13F-HR 0001398344-26-014516 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 148,755 shares
    Change vs previous 13F +28,219 shares

    0.58% of the 13F portfolio, value $10,051,349.

    13F-HR 0001398344-26-009222 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 120,536 shares
    Change vs previous 13F +1,205 shares

    0.62% of the 13F portfolio, value $10,537,251.

    13F-HR 0001398344-26-003220 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 119,331 shares
    Change vs previous 13F +266 shares

    0.61% of the 13F portfolio, value $10,591,820.

    13F-HR 0001398344-25-020910 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 119,065 shares
    Change vs previous 13F +4,493 shares

    0.61% of the 13F portfolio, value $9,858,582.

    13F-HR 0001398344-25-015398 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 114,572 shares
    Change vs previous 13F -890 shares

    0.63% of the 13F portfolio, value $9,570,177.

    13F-HR 0001398344-25-009452 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 115,462 shares
    Change vs previous 13F -1,166 shares

    0.48% of the 13F portfolio, value $8,749,680.

    13F-HR 0001398344-25-002773 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    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 116,628 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,654,936.

    13F-HR 0001398344-24-020792 filed by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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