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SEI INVESTMENTS CO: HEI-A position timeline

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

SEI INVESTMENTS CO held 170,629 HEI-A 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 170,629 shares
    Change vs previous 13F -29,601 shares

    0.04% of the 13F portfolio, value $44,006,562.

    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 200,230 shares
    Change vs previous 13F +41,308 shares

    0.04% of the 13F portfolio, value $42,263,423.

    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 158,922 shares
    Change vs previous 13F -68,177 shares

    0.04% of the 13F portfolio, value $40,112,948.

    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 227,099 shares
    Change vs previous 13F +46,250 shares

    0.06% of the 13F portfolio, value $57,701,067.

    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 180,849 shares
    Change vs previous 13F +36,779 shares

    0.05% of the 13F portfolio, value $46,798,591.

    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 144,070 shares
    Change vs previous 13F +5,567 shares

    0.04% of the 13F portfolio, value $30,392,922.

    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 138,503 shares
    Change vs previous 13F -4,196 shares

    0.03% of the 13F portfolio, value $25,772,354.

    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 142,699 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $29,078,208.

    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).