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SEI INVESTMENTS CO: CMS position timeline

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

SEI INVESTMENTS CO held 169,266 CMS 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 169,266 shares
    Change vs previous 13F +81,448 shares

    0.01% of the 13F portfolio, value $12,949,604.

    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 87,818 shares
    Change vs previous 13F -1,314 shares

    0.01% of the 13F portfolio, value $6,813,132.

    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 89,132 shares
    Change vs previous 13F +11,513 shares

    0.01% of the 13F portfolio, value $6,234,432.

    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 77,619 shares
    Change vs previous 13F -8,156 shares

    0.01% of the 13F portfolio, value $5,687,094.

    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 85,775 shares
    Change vs previous 13F -11,168 shares

    0.01% of the 13F portfolio, value $5,941,582.

    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 96,943 shares
    Change vs previous 13F +228 shares

    0.01% of the 13F portfolio, value $7,283,367.

    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 96,715 shares
    Change vs previous 13F -8,723 shares

    0.01% of the 13F portfolio, value $6,446,287.

    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 105,438 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,447,355.

    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).