JFS WEALTH ADVISORS, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1568068
HERMITAGE, PA
Position in SSNC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,133
-$2,448 QoQ
Shares Held
260
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#611
of 719 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. SSNC ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in SSNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,133 | 260 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $18,581 | 275 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,603 | 270 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,639 | 210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,037 | 242 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $20,631 | 247 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,717 | 247 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,602 | 345 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,852 | 237 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,255 | 237 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,483 | 237 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,616 | 164 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,211 | 185 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,503 | 186 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $9,735 | 187 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,982 | 230 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,827 | 307 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $25,956 | 346 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,443 | 42 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||