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Disclosery

Drake & Associates, LLC: SEIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Drake & Associates, LLC on SEIX, newest first. How the timeline and the estimate are built.

Drake & Associates, LLC held 41,903 SEIX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,903 shares
    Change vs previous 13F -880 shares

    0.16% of the 13F portfolio, value $969,216.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,783 shares
    Change vs previous 13F -3,860 shares

    0.19% of the 13F portfolio, value $986,593.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,643 shares
    Change vs previous 13F -7,071 shares

    0.22% of the 13F portfolio, value $1,088,881.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,714 shares
    Change vs previous 13F -705,391 shares

    0.26% of the 13F portfolio, value $1,259,701.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 759,105 shares
    Change vs previous 13F +8,756 shares

    4.38% of the 13F portfolio, value $17,884,502.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 750,349 shares
    Change vs previous 13F +9,644 shares

    4.98% of the 13F portfolio, value $17,715,736.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 740,705 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $17,762,106.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).