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SEI INVESTMENTS CO: CG position timeline

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

SEI INVESTMENTS CO held 146,777 CG 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 146,777 shares
    Change vs previous 13F +4,632 shares

    0.01% of the 13F portfolio, value $6,180,024.

    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 142,145 shares
    Change vs previous 13F +3,966 shares

    0.01% of the 13F portfolio, value $6,878,926.

    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 138,179 shares
    Change vs previous 13F +45,674 shares

    0.01% of the 13F portfolio, value $8,166,520.

    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 92,505 shares
    Change vs previous 13F -2,060 shares

    0.01% of the 13F portfolio, value $5,800,409.

    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 94,565 shares
    Change vs previous 13F +12,701 shares

    0.01% of the 13F portfolio, value $4,861,052.

    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 81,864 shares
    Change vs previous 13F +26,255 shares

    <0.01% of the 13F portfolio, value $3,568,793.

    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 55,609 shares
    Change vs previous 13F +8,027 shares

    <0.01% of the 13F portfolio, value $2,806,838.

    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 47,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,048,697.

    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).