Guardian Wealth Management, Inc.

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1910205 PEORIA, IL

Position in SSNC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,895,186

-$202,497 QoQ

Shares Held

78,891

+4.6% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#197

of 719 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Technology · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $7,080,491 across 2 Software - Application names. SSNC ranks #1 (69.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SSNC	SS&C Technologies Holdings Inc This page	78,891	$4,895,186
2	NICE	NICE Ltd.	24,054	$2,185,305

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,895,186	78,891	+4.6%	Shares	Sole	2026-07-13
2026-03-31	$5,097,683	75,443	+32.4%	Shares	Sole	2026-05-08
2025-12-31	$4,982,415	56,994	-0.9%	Shares	Sole	2026-02-13
2025-09-30	$5,104,676	57,511	+2.7%	Shares	Sole	2025-11-14
2025-06-30	$4,638,124	56,016	+57.3%	Shares	Sole	2025-08-14
2025-03-31	$2,975,004	35,616	+4.9%	Shares	Sole	2025-05-06
2024-12-31	$2,572,048	33,941	-0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,518,910	33,943	+1.3%	Shares	Sole	2024-11-15
2024-06-30	$2,100,134	33,511	+1.5%	Shares	Sole	2024-08-08
2024-03-31	$2,124,531	33,005	-1.7%	Shares	Sole	2024-05-14
2023-12-31	$2,052,134	33,581	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$1,749,056	33,290	+54.7%	Shares	Sole	2023-11-01
2023-06-30	$1,303,809	21,515	+13691.7%	Shares	Sole	2023-08-14
2023-03-31	$8,809	156	+21.9%	Shares	Sole	2023-05-09
2022-09-30	$6,112	128	0.0%	Shares	Sole	2022-11-14
2022-06-30	$7,432	128	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$9,527	127	0.0%	Shares	Sole	2022-05-13
2021-12-31	$10,411	127	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.