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SEI INVESTMENTS CO: CTOS position timeline

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

SEI INVESTMENTS CO held 215,771 CTOS 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 215,771 shares
    Change vs previous 13F -11,797 shares

    <0.01% of the 13F portfolio, value $2,548,261.

    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 227,568 shares
    Change vs previous 13F +59,928 shares

    <0.01% of the 13F portfolio, value $1,495,114.

    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 167,640 shares
    Change vs previous 13F +32,338 shares

    <0.01% of the 13F portfolio, value $965,594.

    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 135,302 shares
    Change vs previous 13F +12,838 shares

    <0.01% of the 13F portfolio, value $868,612.

    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 122,464 shares
    Change vs previous 13F +361 shares

    <0.01% of the 13F portfolio, value $604,995.

    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 122,103 shares
    Change vs previous 13F -2,462 shares

    <0.01% of the 13F portfolio, value $515,306.

    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 124,565 shares
    Change vs previous 13F -4,160 shares

    <0.01% of the 13F portfolio, value $599,162.

    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 128,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $444,120.

    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).