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Disclosery

SWARTHMORE GROUP INC: SSNC position timeline

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

SWARTHMORE GROUP INC held 4,472 SSNC shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 4,472 shares
    Change vs previous 13F -77,555 shares

    0.1% of the 13F portfolio, value $260,000.

    13F-HR 0001062993-22-016545 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-03-31
    13F 82,027 shares
    Change vs previous 13F -12,407 shares

    1.57% of the 13F portfolio, value $6,154,000.

    13F-HR 0001062993-22-010012 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 94,434 shares
    Change vs previous 13F -30,181 shares

    1.84% of the 13F portfolio, value $7,742,000.

    13F-HR 0001062993-22-001200 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 124,615 shares
    Change vs previous 13F 0 shares

    2.32% of the 13F portfolio, value $8,980,000.

    13F-HR 0001062993-21-011214 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 124,615 shares
    Change vs previous 13F -3,701 shares

    2.32% of the 13F portfolio, value $8,980,000.

    13F-HR 0001062993-21-007192 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 128,316 shares
    Change vs previous 13F +117,466 shares

    2.45% of the 13F portfolio, value $8,965,000.

    13F-HR 0001062993-21-003875 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 10,850 shares
    Change vs previous 13F -118,400 shares

    3.01% of the 13F portfolio, value $789,000.

    13F-HR 0001062993-21-001003 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 129,250 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $7,822,000.

    13F-HR 0001062993-20-005079 filed by SWARTHMORE GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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