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SEI INVESTMENTS CO: ATR position timeline

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

SEI INVESTMENTS CO held 88,530 ATR 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 88,530 shares
    Change vs previous 13F -3,014 shares

    0.01% of the 13F portfolio, value $11,085,048.

    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 91,544 shares
    Change vs previous 13F +7,701 shares

    0.01% of the 13F portfolio, value $11,536,102.

    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 83,843 shares
    Change vs previous 13F -16,807 shares

    0.01% of the 13F portfolio, value $10,225,970.

    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 100,650 shares
    Change vs previous 13F -23,621 shares

    0.01% of the 13F portfolio, value $13,452,833.

    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 124,271 shares
    Change vs previous 13F +14,928 shares

    0.02% of the 13F portfolio, value $19,440,021.

    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 109,343 shares
    Change vs previous 13F +4,486 shares

    0.02% of the 13F portfolio, value $16,224,341.

    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 104,857 shares
    Change vs previous 13F -327 shares

    0.02% of the 13F portfolio, value $16,473,200.

    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 105,184 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,849,038.

    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).