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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

SSNC holding history

SS&C Technologies Holdings Inc in every 13F filed by Arkadios Wealth Advisors, 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)
29,404
Value
$1.82M
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of SSNC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,404$1.82M<0.1%+3,426+13.2%AddedHolders
Q1 202625,978$1.76M<0.1%+11,548+80.0%AddedHolders
Q4 202514,430$1.26M<0.1%+361+2.6%AddedHolders
Q3 202514,069$1.25M<0.1%+1,088+8.4%AddedHolders
Q2 202512,981$1.07M<0.1%+9,370+259.5%AddedHolders
Q1 20253,611$301.7K<0.1%+768+27.0%AddedHolders
Q4 20242,843$215.5K<0.1%+2,843NewHolders
Q4 20210$00.0%−94−100.0%Sold outHolders
Q3 202194$6.00K<0.1%00.0%UnchangedHolders
Q2 202194$6.00K<0.1%+4+4.4%AddedHolders
Q1 202190$6.00K<0.1%––Holders

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