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SEI INVESTMENTS CO: CBU position timeline

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

SEI INVESTMENTS CO held 22,272 CBU 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 22,272 shares
    Change vs previous 13F -31,952 shares

    <0.01% of the 13F portfolio, value $1,494,903.

    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 54,224 shares
    Change vs previous 13F +26,269 shares

    <0.01% of the 13F portfolio, value $3,180,226.

    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 27,955 shares
    Change vs previous 13F +15,299 shares

    <0.01% of the 13F portfolio, value $1,605,729.

    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 12,656 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $742,139.

    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 12,831 shares
    Change vs previous 13F -2,599 shares

    <0.01% of the 13F portfolio, value $729,696.

    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 15,430 shares
    Change vs previous 13F -17,809 shares

    <0.01% of the 13F portfolio, value $877,356.

    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 33,239 shares
    Change vs previous 13F +24,127 shares

    <0.01% of the 13F portfolio, value $2,050,187.

    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 9,112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $529,134.

    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).