TWIN PEAKS WEALTH ADVISORS, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 2006218
BURLINGAME, CA
Position in SSNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,932
+$4,353 QoQ
Shares Held
73
+942.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,968,417 across 7 Software - Application names.
All Filings in SSNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,932 | 73 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $579 | 7 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||