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SEI INVESTMENTS CO: HALO position timeline

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

SEI INVESTMENTS CO held 551,116 HALO 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 551,116 shares
    Change vs previous 13F +93,333 shares

    0.04% of the 13F portfolio, value $43,135,607.

    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 457,783 shares
    Change vs previous 13F -443,361 shares

    0.03% of the 13F portfolio, value $29,586,408.

    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 901,144 shares
    Change vs previous 13F +440,152 shares

    0.06% of the 13F portfolio, value $60,646,765.

    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 460,992 shares
    Change vs previous 13F +49,614 shares

    0.04% of the 13F portfolio, value $33,808,985.

    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 411,378 shares
    Change vs previous 13F +214,655 shares

    0.02% of the 13F portfolio, value $21,399,491.

    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 196,723 shares
    Change vs previous 13F +30,758 shares

    0.02% of the 13F portfolio, value $12,552,933.

    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 165,965 shares
    Change vs previous 13F -169,934 shares

    0.01% of the 13F portfolio, value $7,934,776.

    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 335,899 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $19,226,821.

    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).