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SEI INVESTMENTS CO: CMTG position timeline

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

SEI INVESTMENTS CO held 103,324 CMTG 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 103,324 shares
    Change vs previous 13F -55,400 shares

    <0.01% of the 13F portfolio, value $242,807.

    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 158,724 shares
    Change vs previous 13F +95,805 shares

    <0.01% of the 13F portfolio, value $377,758.

    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 62,919 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $192,532.

    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 62,919 shares
    Change vs previous 13F +23,700 shares

    <0.01% of the 13F portfolio, value $208,885.

    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 39,219 shares
    Change vs previous 13F -609 shares

    <0.01% of the 13F portfolio, value $111,779.

    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 39,828 shares
    Change vs previous 13F +16,000 shares

    <0.01% of the 13F portfolio, value $148,563.

    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 23,828 shares
    Change vs previous 13F +3,800 shares

    <0.01% of the 13F portfolio, value $107,709.

    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 20,028 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $150,007.

    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).