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SEI INVESTMENTS CO: HLIO position timeline

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

SEI INVESTMENTS CO held 99,109 HLIO 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 99,109 shares
    Change vs previous 13F -56,368 shares

    0.01% of the 13F portfolio, value $8,845,450.

    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 155,477 shares
    Change vs previous 13F +5,356 shares

    0.01% of the 13F portfolio, value $10,060,932.

    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 150,121 shares
    Change vs previous 13F +73,969 shares

    0.01% of the 13F portfolio, value $8,029,925.

    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 76,152 shares
    Change vs previous 13F +16,487 shares

    <0.01% of the 13F portfolio, value $3,969,830.

    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 59,665 shares
    Change vs previous 13F -125,446 shares

    <0.01% of the 13F portfolio, value $1,990,974.

    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 185,111 shares
    Change vs previous 13F -2,065 shares

    0.01% of the 13F portfolio, value $5,940,190.

    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 187,176 shares
    Change vs previous 13F +10,225 shares

    0.01% of the 13F portfolio, value $8,355,566.

    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 176,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,440,563.

    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).