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SEI INVESTMENTS CO: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on APAM, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 164,005 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,005 shares
    Change vs previous 13F +19,227 shares

    <0.01% of the 13F portfolio, value $5,663,116.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 144,778 shares
    Change vs previous 13F +35,963 shares

    <0.01% of the 13F portfolio, value $5,268,472.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 108,815 shares
    Change vs previous 13F -1,844 shares

    <0.01% of the 13F portfolio, value $4,433,095.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 110,659 shares
    Change vs previous 13F -1,539 shares

    0.01% of the 13F portfolio, value $4,802,598.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 112,198 shares
    Change vs previous 13F +6,440 shares

    0.01% of the 13F portfolio, value $4,973,708.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 105,758 shares
    Change vs previous 13F +3,932 shares

    0.01% of the 13F portfolio, value $4,135,213.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 101,826 shares
    Change vs previous 13F +5,065 shares

    0.01% of the 13F portfolio, value $4,383,621.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 96,761 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,191,690.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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