WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in SSNC — SS&C Technologies Holdings Inc
CIK 752365
SOUTH BEND, IN
Position in SSNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$374,347
-$105,129 QoQ
Shares Held
6,033
-15.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#480
of 719 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $899,407 across 3 Software - Application names. SSNC ranks #1 (41.6% of the industry book) .
All Filings in SSNC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,347 | 6,033 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $479,476 | 7,096 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $618,846 | 7,079 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,338,944 | 15,085 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,248,541 | 15,079 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,257,794 | 15,058 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,136,700 | 15,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,113,150 | 15,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $940,050 | 15,000 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||