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Disclosery

SEI INVESTMENTS CO: ESS position timeline

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

SEI INVESTMENTS CO held 363,007 ESS 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 363,007 shares
    Change vs previous 13F +1,313 shares

    0.09% of the 13F portfolio, value $105,848,764.

    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 361,694 shares
    Change vs previous 13F +8,654 shares

    0.08% of the 13F portfolio, value $87,529,610.

    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 353,040 shares
    Change vs previous 13F +27,822 shares

    0.09% of the 13F portfolio, value $92,383,781.

    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 325,218 shares
    Change vs previous 13F +13,927 shares

    0.09% of the 13F portfolio, value $87,048,135.

    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 311,291 shares
    Change vs previous 13F +11,928 shares

    0.1% of the 13F portfolio, value $88,219,902.

    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 299,363 shares
    Change vs previous 13F +41,236 shares

    0.12% of the 13F portfolio, value $91,775,665.

    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 258,127 shares
    Change vs previous 13F -16,626 shares

    0.09% of the 13F portfolio, value $73,679,923.

    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 274,753 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $81,167,691.

    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).