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SEI INVESTMENTS CO: HTO position timeline

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

SEI INVESTMENTS CO held 26,511 HTO 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 26,511 shares
    Change vs previous 13F -89,432 shares

    <0.01% of the 13F portfolio, value $1,611,074.

    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 115,943 shares
    Change vs previous 13F +42,346 shares

    0.01% of the 13F portfolio, value $6,802,396.

    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 73,597 shares
    Change vs previous 13F +45,893 shares

    <0.01% of the 13F portfolio, value $3,605,531.

    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 27,704 shares
    Change vs previous 13F +4,828 shares

    <0.01% of the 13F portfolio, value $1,349,200.

    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 22,876 shares
    Change vs previous 13F +3,182 shares

    <0.01% of the 13F portfolio, value $1,188,876.

    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 19,694 shares
    Change vs previous 13F +12,064 shares

    <0.01% of the 13F portfolio, value $1,077,064.

    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 7,630 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $375,549.

    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 7,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,849.

    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).