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O'Neil Global Advisors, Inc.: SEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Neil Global Advisors, Inc. on SEI, newest first. How the timeline and the estimate are built.

O'Neil Global Advisors, Inc. held 39,462 SEI 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 39,462 shares
    Change vs previous 13F +39,462 shares

    0.71% of the 13F portfolio, value $3,175,113.

    13F-HR 0001861159-26-000005 filed by O'Neil Global Advisors, Inc.
    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 0 shares
    Change vs previous 13F -7,614 shares

    13F-HR 0001861159-26-000002 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 7,614 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $350,016.

    13F-HR 0001861159-26-000001 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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