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Disclosery

SEI INVESTMENTS CO: CPA position timeline

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

SEI INVESTMENTS CO held 282,848 CPA 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 282,848 shares
    Change vs previous 13F -68,462 shares

    0.04% of the 13F portfolio, value $44,002,650.

    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 351,310 shares
    Change vs previous 13F +17,113 shares

    0.04% of the 13F portfolio, value $39,912,304.

    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 334,197 shares
    Change vs previous 13F -75,542 shares

    0.04% of the 13F portfolio, value $40,307,473.

    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 409,739 shares
    Change vs previous 13F -26,509 shares

    0.05% of the 13F portfolio, value $48,685,184.

    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 436,248 shares
    Change vs previous 13F -44,443 shares

    0.06% of the 13F portfolio, value $47,974,220.

    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 480,691 shares
    Change vs previous 13F +15,481 shares

    0.06% of the 13F portfolio, value $44,444,619.

    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 465,210 shares
    Change vs previous 13F +57,405 shares

    0.05% of the 13F portfolio, value $40,882,658.

    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 407,805 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $38,268,395.

    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).