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SEI INVESTMENTS CO: HLI position timeline

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

SEI INVESTMENTS CO held 654,087 HLI 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 654,087 shares
    Change vs previous 13F -35,445 shares

    0.08% of the 13F portfolio, value $87,732,463.

    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 689,532 shares
    Change vs previous 13F +626 shares

    0.09% of the 13F portfolio, value $99,030,568.

    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 688,906 shares
    Change vs previous 13F -29,046 shares

    0.12% of the 13F portfolio, value $120,000,494.

    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 717,952 shares
    Change vs previous 13F +27,328 shares

    0.16% of the 13F portfolio, value $147,410,218.

    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 690,624 shares
    Change vs previous 13F +86,244 shares

    0.14% of the 13F portfolio, value $124,277,911.

    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 604,380 shares
    Change vs previous 13F -132,338 shares

    0.13% of the 13F portfolio, value $97,607,305.

    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 736,718 shares
    Change vs previous 13F -19,027 shares

    0.16% of the 13F portfolio, value $127,938,250.

    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 755,745 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $119,422,801.

    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).