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Disclosery

SEI INVESTMENTS CO: IESC position timeline

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

SEI INVESTMENTS CO held 2,657 IESC 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 2,657 shares
    Change vs previous 13F -1,527 shares

    <0.01% of the 13F portfolio, value $1,951,543.

    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 4,184 shares
    Change vs previous 13F -791 shares

    <0.01% of the 13F portfolio, value $1,993,651.

    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 4,975 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $1,935,720.

    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 4,532 shares
    Change vs previous 13F -964 shares

    <0.01% of the 13F portfolio, value $1,802,519.

    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 5,496 shares
    Change vs previous 13F +2,532 shares

    <0.01% of the 13F portfolio, value $1,628,064.

    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 2,964 shares
    Change vs previous 13F -1,078 shares

    <0.01% of the 13F portfolio, value $489,403.

    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 4,042 shares
    Change vs previous 13F +1,145 shares

    <0.01% of the 13F portfolio, value $812,279.

    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 2,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $578,298.

    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).