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Disclosery

SEI INVESTMENTS CO: ESI position timeline

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

SEI INVESTMENTS CO held 476,979 ESI 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 476,979 shares
    Change vs previous 13F -325,654 shares

    0.02% of the 13F portfolio, value $22,775,772.

    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 802,633 shares
    Change vs previous 13F +238,727 shares

    0.03% of the 13F portfolio, value $27,401,787.

    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 563,906 shares
    Change vs previous 13F +118,281 shares

    0.01% of the 13F portfolio, value $14,090,983.

    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 445,625 shares
    Change vs previous 13F +32,902 shares

    0.01% of the 13F portfolio, value $11,216,382.

    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 412,723 shares
    Change vs previous 13F +22,979 shares

    0.01% of the 13F portfolio, value $9,348,224.

    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 389,744 shares
    Change vs previous 13F +1,945 shares

    0.01% of the 13F portfolio, value $8,812,109.

    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 387,799 shares
    Change vs previous 13F +17,124 shares

    0.01% of the 13F portfolio, value $9,861,791.

    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 370,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,067,575.

    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).