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Disclosery

Kathmere Capital Management, LLC: SEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on SEI, newest first. How the timeline and the estimate are built.

Kathmere Capital Management, LLC held 4,837 SEI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,837 shares
    Change vs previous 13F -307 shares

    0.02% of the 13F portfolio, value $389,185.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 5,144 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $290,687.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 5,295 shares
    Change vs previous 13F -457 shares

    0.02% of the 13F portfolio, value $243,411.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 5,752 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $229,907.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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