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Thrive Wealth Management, LLC: SEIC position timeline

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

Thrive Wealth Management, LLC held 73,935 SEIC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,935 shares
    Change vs previous 13F -2,844 shares

    0.83% of the 13F portfolio, value $6,484,816.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth 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 76,779 shares
    Change vs previous 13F -4,390 shares

    0.9% of the 13F portfolio, value $6,024,879.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth 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 81,169 shares
    Change vs previous 13F +1,873 shares

    0.98% of the 13F portfolio, value $6,657,466.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth 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 79,296 shares
    Change vs previous 13F +40,463 shares

    1.02% of the 13F portfolio, value $6,728,292.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 38,833 shares
    Change vs previous 13F -2,286 shares

    0.56% of the 13F portfolio, value $3,489,574.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 41,119 shares
    Change vs previous 13F -1,188 shares

    0.61% of the 13F portfolio, value $3,192,038.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 42,307 shares
    Change vs previous 13F +362 shares

    0.63% of the 13F portfolio, value $3,489,450.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 41,945 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,902,177.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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