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SEI INVESTMENTS CO: ES position timeline

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

SEI INVESTMENTS CO held 224,234 ES 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 224,234 shares
    Change vs previous 13F -235,961 shares

    0.01% of the 13F portfolio, value $16,204,204.

    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 460,195 shares
    Change vs previous 13F +146,135 shares

    0.03% of the 13F portfolio, value $31,879,895.

    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 314,060 shares
    Change vs previous 13F +187,666 shares

    0.02% of the 13F portfolio, value $21,145,658.

    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 126,394 shares
    Change vs previous 13F +46,899 shares

    0.01% of the 13F portfolio, value $8,991,210.

    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 79,495 shares
    Change vs previous 13F -178,743 shares

    0.01% of the 13F portfolio, value $5,057,499.

    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 258,238 shares
    Change vs previous 13F -72,204 shares

    0.02% of the 13F portfolio, value $16,039,129.

    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 330,442 shares
    Change vs previous 13F -144,994 shares

    0.02% of the 13F portfolio, value $18,977,223.

    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 475,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $32,353,405.

    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).