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Disclosery

SEI INVESTMENTS CO: CGMU position timeline

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

SEI INVESTMENTS CO held 1,154,308 CGMU 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 1,154,308 shares
    Change vs previous 13F +189,032 shares

    0.03% of the 13F portfolio, value $31,708,830.

    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 965,276 shares
    Change vs previous 13F +191,566 shares

    0.02% of the 13F portfolio, value $26,207,230.

    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 773,710 shares
    Change vs previous 13F +263,769 shares

    0.02% of the 13F portfolio, value $21,184,220.

    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 509,941 shares
    Change vs previous 13F +279,362 shares

    0.01% of the 13F portfolio, value $13,916,410.

    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 230,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,154,170.

    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).