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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

SSNC holding history

SS&C Technologies Holdings Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SSNC overviewAll 13F holders of SSNCFull Q2 2026 holdings

Shares (Q2 2026)
18,951
Value
$1.18M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SSNC by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,951$1.18M<0.1%+2,973+18.6%AddedHolders
Q1 202615,978$1.08M0.1%−2,130−11.8%ReducedHolders
Q4 202518,108$1.58M0.1%+14,619+419.0%AddedHolders
Q3 20253,489$309.7K<0.1%+38+1.1%AddedHolders
Q2 20253,451$285.7K<0.1%−36,381−91.3%ReducedHolders
Q1 202539,832$3.33M0.4%+36,429+1,070.5%AddedHolders
Q4 20243,403$257.9K<0.1%−438−11.4%ReducedHolders
Q3 20243,841$285.0K<0.1%−382−9.0%ReducedHolders
Q2 20244,223$264.7K<0.1%−2,636−38.4%ReducedHolders
Q1 20246,859$441.5K<0.1%−398−5.5%ReducedHolders
Q4 20237,257$443.5K<0.1%+315+4.5%AddedHolders
Q3 20236,942$364.7K<0.1%+466+7.2%AddedHolders
Q2 20236,476$392.4K<0.1%−159−2.4%ReducedHolders
Q1 20236,635$374.7K<0.1%+39+0.6%AddedHolders
Q4 20226,596$343.4K<0.1%+478+7.8%AddedHolders
Q3 20226,118$292.0K<0.1%+906+17.4%AddedHolders
Q2 20225,212$303.0K<0.1%+447+9.4%AddedHolders
Q1 20224,765$357.0K<0.1%−171−3.5%ReducedHolders
Q4 20214,936$405.0K<0.1%−151−3.0%ReducedHolders
Q3 20215,087$353.0K<0.1%−12,347−70.8%ReducedHolders
Q2 202117,434$1.26M0.2%+1,290+8.0%AddedHolders
Q1 202116,144$1.13M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.