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Disclosery

SEI INVESTMENTS CO: BAM position timeline

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

SEI INVESTMENTS CO held 194,955 BAM 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 194,955 shares
    Change vs previous 13F -534 shares

    0.01% of the 13F portfolio, value $8,743,614.

    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 195,489 shares
    Change vs previous 13F +75,814 shares

    0.01% of the 13F portfolio, value $8,689,420.

    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 119,675 shares
    Change vs previous 13F +36,876 shares

    0.01% of the 13F portfolio, value $6,269,729.

    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 82,799 shares
    Change vs previous 13F +376 shares

    0.01% of the 13F portfolio, value $4,714,540.

    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 82,423 shares
    Change vs previous 13F +19,109 shares

    0.01% of the 13F portfolio, value $4,556,391.

    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 63,314 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $3,067,530.

    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 63,189 shares
    Change vs previous 13F -49,472 shares

    <0.01% of the 13F portfolio, value $3,424,196.

    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 112,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,327,752.

    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).