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Disclosery

SEI INVESTMENTS CO: EPR position timeline

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

SEI INVESTMENTS CO held 69,208 EPR 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 69,208 shares
    Change vs previous 13F -25,887 shares

    <0.01% of the 13F portfolio, value $4,014,304.

    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 95,095 shares
    Change vs previous 13F +46,893 shares

    <0.01% of the 13F portfolio, value $4,751,864.

    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 48,202 shares
    Change vs previous 13F -10,048 shares

    <0.01% of the 13F portfolio, value $2,405,762.

    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 58,250 shares
    Change vs previous 13F +2,491 shares

    <0.01% of the 13F portfolio, value $3,378,803.

    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 55,759 shares
    Change vs previous 13F -109,636 shares

    <0.01% of the 13F portfolio, value $3,248,231.

    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 165,395 shares
    Change vs previous 13F +20,750 shares

    0.01% of the 13F portfolio, value $8,701,405.

    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 144,645 shares
    Change vs previous 13F -7,108 shares

    0.01% of the 13F portfolio, value $6,404,865.

    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 151,753 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,442,032.

    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).