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Disclosery

SEI INVESTMENTS CO: CGDV position timeline

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

SEI INVESTMENTS CO held 2,001,835 CGDV 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 2,001,835 shares
    Change vs previous 13F +159,378 shares

    0.09% of the 13F portfolio, value $98,650,570.

    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 1,842,457 shares
    Change vs previous 13F +200,755 shares

    0.07% of the 13F portfolio, value $78,378,090.

    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 1,641,702 shares
    Change vs previous 13F +240,811 shares

    0.07% of the 13F portfolio, value $71,643,870.

    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 1,400,891 shares
    Change vs previous 13F +230,899 shares

    0.06% of the 13F portfolio, value $58,879,530.

    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 1,169,992 shares
    Change vs previous 13F +203,772 shares

    0.05% of the 13F portfolio, value $46,202,870.

    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 966,220 shares
    Change vs previous 13F +90,492 shares

    0.04% of the 13F portfolio, value $34,436,230.

    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 875,728 shares
    Change vs previous 13F +57,412 shares

    0.04% of the 13F portfolio, value $30,878,180.

    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 818,316 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $29,819,620.

    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).