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Disclosery

SEI INVESTMENTS CO: CSW position timeline

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

SEI INVESTMENTS CO held 94,278 CSW 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 94,278 shares
    Change vs previous 13F +12,675 shares

    0.02% of the 13F portfolio, value $26,237,749.

    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 81,603 shares
    Change vs previous 13F +19,951 shares

    0.02% of the 13F portfolio, value $21,264,032.

    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 61,652 shares
    Change vs previous 13F +7,519 shares

    0.02% of the 13F portfolio, value $18,096,709.

    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 54,133 shares
    Change vs previous 13F -12,451 shares

    0.01% of the 13F portfolio, value $13,140,871.

    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 66,584 shares
    Change vs previous 13F -303 shares

    0.02% of the 13F portfolio, value $19,098,230.

    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 66,887 shares
    Change vs previous 13F +12,287 shares

    0.03% of the 13F portfolio, value $19,498,484.

    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 54,600 shares
    Change vs previous 13F +9,752 shares

    0.02% of the 13F portfolio, value $19,263,284.

    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 44,848 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,431,780.

    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).