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SEI INVESTMENTS CO: CB position timeline

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

SEI INVESTMENTS CO held 342,801 CB 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 342,801 shares
    Change vs previous 13F -162,200 shares

    0.1% of the 13F portfolio, value $116,804,403.

    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 505,001 shares
    Change vs previous 13F +155,930 shares

    0.15% of the 13F portfolio, value $164,597,929.

    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 349,071 shares
    Change vs previous 13F +137,173 shares

    0.11% of the 13F portfolio, value $108,948,149.

    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 211,898 shares
    Change vs previous 13F +10,672 shares

    0.06% of the 13F portfolio, value $59,805,562.

    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 201,226 shares
    Change vs previous 13F +16,671 shares

    0.07% of the 13F portfolio, value $58,304,578.

    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 184,555 shares
    Change vs previous 13F +804 shares

    0.07% of the 13F portfolio, value $55,732,876.

    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 183,751 shares
    Change vs previous 13F -1,147 shares

    0.07% of the 13F portfolio, value $50,771,209.

    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 184,898 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $53,325,786.

    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).