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Disclosery

Running Oak Capital LLC: SSNC position timeline

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

Running Oak Capital LLC held 148,207 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,207 shares
    Change vs previous 13F -42,681 shares

    1.57% of the 13F portfolio, value $9,196,244.

    13F-HR 0001803994-26-000003 filed by Running Oak Capital 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 190,888 shares
    Change vs previous 13F +9,540 shares

    1.74% of the 13F portfolio, value $12,898,302.

    13F-HR 0001803994-26-000002 filed by Running Oak Capital 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 181,348 shares
    Change vs previous 13F -10,760 shares

    1.99% of the 13F portfolio, value $15,853,442.

    13F-HR 0001803994-26-000001 filed by Running Oak Capital 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 192,108 shares
    Change vs previous 13F -7,362 shares

    1.91% of the 13F portfolio, value $17,051,507.

    13F-HR 0001803994-25-000014 filed by Running Oak Capital 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 199,470 shares
    Change vs previous 13F +13,549 shares

    1.84% of the 13F portfolio, value $16,516,088.

    13F-HR 0001803994-25-000004 filed by Running Oak Capital 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 185,921 shares
    Change vs previous 13F -418 shares

    1.87% of the 13F portfolio, value $15,529,981.

    13F-HR 0001803994-25-000003 filed by Running Oak Capital 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 186,339 shares
    Change vs previous 13F +12,989 shares

    1.84% of the 13F portfolio, value $14,120,780.

    13F-HR 0001803994-25-000001 filed by Running Oak Capital 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 173,350 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $12,864,303.

    13F-HR 0001803994-24-000006 filed by Running Oak Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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