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SEI INVESTMENTS CO: DAVE position timeline

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

SEI INVESTMENTS CO held 79,652 DAVE 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 79,652 shares
    Change vs previous 13F -18,783 shares

    0.03% of the 13F portfolio, value $29,677,627.

    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 98,435 shares
    Change vs previous 13F +17,320 shares

    0.02% of the 13F portfolio, value $17,135,176.

    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 81,115 shares
    Change vs previous 13F +17,681 shares

    0.02% of the 13F portfolio, value $17,958,437.

    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 63,434 shares
    Change vs previous 13F -9,489 shares

    0.01% of the 13F portfolio, value $12,646,035.

    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 72,923 shares
    Change vs previous 13F -2,102 shares

    0.02% of the 13F portfolio, value $19,573,369.

    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 75,025 shares
    Change vs previous 13F +3,579 shares

    0.01% of the 13F portfolio, value $6,201,586.

    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 71,446 shares
    Change vs previous 13F +24,935 shares

    0.01% of the 13F portfolio, value $6,210,086.

    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 46,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,858,580.

    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).