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SEI INVESTMENTS CO: CODI position timeline

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

SEI INVESTMENTS CO held 258,372 CODI 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 258,372 shares
    Change vs previous 13F -27,661 shares

    <0.01% of the 13F portfolio, value $2,754,256.

    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 286,033 shares
    Change vs previous 13F +117,423 shares

    <0.01% of the 13F portfolio, value $2,248,214.

    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 168,610 shares
    Change vs previous 13F +53,040 shares

    <0.01% of the 13F portfolio, value $809,325.

    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 115,570 shares
    Change vs previous 13F +2,022 shares

    <0.01% of the 13F portfolio, value $765,076.

    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 113,548 shares
    Change vs previous 13F -740,113 shares

    <0.01% of the 13F portfolio, value $713,083.

    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 853,661 shares
    Change vs previous 13F +49,501 shares

    0.02% of the 13F portfolio, value $15,937,804.

    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 804,160 shares
    Change vs previous 13F +72,140 shares

    0.02% of the 13F portfolio, value $18,560,015.

    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 732,020 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,199,548.

    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).