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Disclosery

SEI INVESTMENTS CO: CHCT position timeline

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

SEI INVESTMENTS CO held 221,262 CHCT 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 221,262 shares
    Change vs previous 13F -139,280 shares

    <0.01% of the 13F portfolio, value $4,044,669.

    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 360,542 shares
    Change vs previous 13F +91,740 shares

    0.01% of the 13F portfolio, value $5,729,012.

    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 268,802 shares
    Change vs previous 13F +137,726 shares

    <0.01% of the 13F portfolio, value $4,413,729.

    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 131,076 shares
    Change vs previous 13F +5,024 shares

    <0.01% of the 13F portfolio, value $2,005,463.

    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 126,052 shares
    Change vs previous 13F -107,911 shares

    <0.01% of the 13F portfolio, value $2,096,245.

    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 233,963 shares
    Change vs previous 13F +1,144 shares

    0.01% of the 13F portfolio, value $4,248,768.

    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 232,819 shares
    Change vs previous 13F +14,972 shares

    0.01% of the 13F portfolio, value $4,472,453.

    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 217,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,953,927.

    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).