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SEI INVESTMENTS CO: HLNE position timeline

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

SEI INVESTMENTS CO held 371,616 HLNE 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 371,616 shares
    Change vs previous 13F -34,809 shares

    0.03% of the 13F portfolio, value $29,294,429.

    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 406,425 shares
    Change vs previous 13F +110,617 shares

    0.04% of the 13F portfolio, value $40,399,381.

    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 295,808 shares
    Change vs previous 13F +52,013 shares

    0.04% of the 13F portfolio, value $39,729,295.

    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 243,795 shares
    Change vs previous 13F +23,942 shares

    0.04% of the 13F portfolio, value $32,860,271.

    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 219,853 shares
    Change vs previous 13F -2,176 shares

    0.04% of the 13F portfolio, value $31,245,157.

    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 222,029 shares
    Change vs previous 13F +74,508 shares

    0.04% of the 13F portfolio, value $33,009,096.

    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 147,521 shares
    Change vs previous 13F -27,182 shares

    0.03% of the 13F portfolio, value $21,839,554.

    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 174,703 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $29,418,065.

    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).