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SEI INVESTMENTS CO: IEX position timeline

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

SEI INVESTMENTS CO held 88,910 IEX 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 88,910 shares
    Change vs previous 13F -8,375 shares

    0.02% of the 13F portfolio, value $20,176,639.

    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 97,285 shares
    Change vs previous 13F -6,378 shares

    0.02% of the 13F portfolio, value $18,443,158.

    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 103,663 shares
    Change vs previous 13F -48,478 shares

    0.02% of the 13F portfolio, value $18,446,505.

    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 152,141 shares
    Change vs previous 13F +8,694 shares

    0.03% of the 13F portfolio, value $24,763,699.

    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 143,447 shares
    Change vs previous 13F -34,827 shares

    0.03% of the 13F portfolio, value $25,185,082.

    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 178,274 shares
    Change vs previous 13F +40,641 shares

    0.04% of the 13F portfolio, value $32,260,905.

    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 137,633 shares
    Change vs previous 13F -207 shares

    0.04% of the 13F portfolio, value $28,806,940.

    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 137,840 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $29,566,538.

    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).