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SGL Investment Advisors, Inc.: SSNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SGL Investment Advisors, Inc. on SSNC, newest first. How the timeline and the estimate are built.

SGL Investment Advisors, Inc. held 3,670 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,670 shares
    Change vs previous 13F -276 shares

    0.1% of the 13F portfolio, value $292,756.

    13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, 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 3,946 shares
    Change vs previous 13F -44,278 shares

    0.1% of the 13F portfolio, value $264,540.

    13F-HR 0002043186-26-000002 filed by SGL Investment Advisors, 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 48,224 shares
    Change vs previous 13F +828 shares

    1.45% of the 13F portfolio, value $3,615,836.

    13F-HR 0002043186-26-000001 filed by SGL Investment Advisors, 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 47,396 shares
    Change vs previous 13F +2,355 shares

    1.67% of the 13F portfolio, value $4,016,811.

    13F-HR 0002043186-25-000006 filed by SGL Investment Advisors, 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 45,041 shares
    Change vs previous 13F -434 shares

    1.78% of the 13F portfolio, value $3,748,762.

    13F-HR 0002043186-25-000004 filed by SGL Investment Advisors, 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 45,475 shares
    Change vs previous 13F -13,461 shares

    1.83% of the 13F portfolio, value $3,533,862.

    13F-HR 0002043186-25-000003 filed by SGL Investment Advisors, 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 58,936 shares
    Change vs previous 13F +230 shares

    2.62% of the 13F portfolio, value $5,191,672.

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, 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 58,706 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,357,746.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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