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SEI INVESTMENTS CO: CHTR position timeline

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

SEI INVESTMENTS CO held 84,726 CHTR 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 84,726 shares
    Change vs previous 13F -165,771 shares

    0.01% of the 13F portfolio, value $12,048,382.

    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 250,497 shares
    Change vs previous 13F +110,684 shares

    0.05% of the 13F portfolio, value $54,077,970.

    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 139,813 shares
    Change vs previous 13F +47,101 shares

    0.03% of the 13F portfolio, value $29,186,694.

    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 92,712 shares
    Change vs previous 13F -17,885 shares

    0.03% of the 13F portfolio, value $25,507,826.

    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 110,597 shares
    Change vs previous 13F +3,834 shares

    0.05% of the 13F portfolio, value $45,216,769.

    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 106,763 shares
    Change vs previous 13F +15,444 shares

    0.05% of the 13F portfolio, value $39,348,120.

    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 91,319 shares
    Change vs previous 13F -1,016 shares

    0.04% of the 13F portfolio, value $31,301,033.

    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 92,335 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $29,922,204.

    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).