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Wealth Alliance

SEC CIK
0001793904
Latest filing
Aug 11, 2026

SSNC holding history

SS&C Technologies Holdings Inc in every 13F filed by Wealth Alliance, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of SSNC by Wealth Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,088−100.0%Sold outHolders
Q3 20253,088$274.1K<0.1%−205−6.2%ReducedHolders
Q2 20253,293$272.6K<0.1%−12−0.4%ReducedHolders
Q1 20253,305$276.1K<0.1%+3+0.1%AddedHolders
Q4 20243,302$250.2K<0.1%+106+3.3%AddedHolders
Q3 20243,196$237.2K<0.1%−41−1.3%ReducedHolders
Q2 20243,237$202.8K<0.1%−21−0.6%ReducedHolders
Q1 20243,258$209.7K<0.1%−23−0.7%ReducedHolders
Q4 20233,281$200.5K<0.1%+3,281NewHolders
Q3 20230$00.0%−3,943−100.0%Sold outHolders
Q2 20233,943$238.9K<0.1%−215−5.2%ReducedHolders
Q1 20234,158$234.8K<0.1%+247+6.3%AddedHolders
Q4 20223,911$203.6K<0.1%+3,911NewHolders
Q2 20220$00.0%−2,720−100.0%Sold outHolders
Q1 20222,720$204.0K<0.1%−48−1.7%ReducedHolders
Q4 20212,768$227.0K<0.1%−634−18.6%ReducedHolders
Q3 20213,402$236.0K0.1%+95+2.9%AddedHolders
Q2 20213,307$238.0K0.1%+408+14.1%AddedHolders
Q1 20212,899$203.0K0.1%––Holders

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