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SEI INVESTMENTS CO: EVR position timeline

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

SEI INVESTMENTS CO held 78,541 EVR 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 78,541 shares
    Change vs previous 13F +4,139 shares

    0.02% of the 13F portfolio, value $26,816,761.

    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 74,402 shares
    Change vs previous 13F +12,967 shares

    0.02% of the 13F portfolio, value $22,210,151.

    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 61,435 shares
    Change vs previous 13F -13,995 shares

    0.02% of the 13F portfolio, value $20,902,721.

    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 75,430 shares
    Change vs previous 13F -2,431 shares

    0.03% of the 13F portfolio, value $25,443,719.

    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 77,861 shares
    Change vs previous 13F +49,809 shares

    0.02% of the 13F portfolio, value $21,023,911.

    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 28,052 shares
    Change vs previous 13F -7,856 shares

    0.01% of the 13F portfolio, value $5,603,374.

    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 35,908 shares
    Change vs previous 13F -3,632 shares

    0.01% of the 13F portfolio, value $9,953,273.

    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 39,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,016,942.

    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).