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SEI INVESTMENTS CO: DOCS position timeline

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

SEI INVESTMENTS CO held 55,507 DOCS 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 55,507 shares
    Change vs previous 13F -41,301 shares

    <0.01% of the 13F portfolio, value $1,151,016.

    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 96,808 shares
    Change vs previous 13F +18,216 shares

    <0.01% of the 13F portfolio, value $2,255,820.

    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 78,592 shares
    Change vs previous 13F +18,241 shares

    <0.01% of the 13F portfolio, value $3,480,133.

    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 60,351 shares
    Change vs previous 13F -31,508 shares

    <0.01% of the 13F portfolio, value $4,414,790.

    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 91,859 shares
    Change vs previous 13F -228,152 shares

    0.01% of the 13F portfolio, value $5,634,706.

    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 320,011 shares
    Change vs previous 13F +46,000 shares

    0.02% of the 13F portfolio, value $18,570,165.

    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 274,011 shares
    Change vs previous 13F +115,403 shares

    0.02% of the 13F portfolio, value $14,629,474.

    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 158,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,910,496.

    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).