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SEI INVESTMENTS CO: IFS position timeline

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

SEI INVESTMENTS CO held 14,789 IFS 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 14,789 shares
    Change vs previous 13F -6,548 shares

    <0.01% of the 13F portfolio, value $842,139.

    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 21,337 shares
    Change vs previous 13F +2,618 shares

    <0.01% of the 13F portfolio, value $1,071,054.

    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 18,719 shares
    Change vs previous 13F -7,075 shares

    <0.01% of the 13F portfolio, value $792,765.

    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 25,794 shares
    Change vs previous 13F -9,072 shares

    <0.01% of the 13F portfolio, value $1,040,514.

    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 34,866 shares
    Change vs previous 13F +8,097 shares

    <0.01% of the 13F portfolio, value $1,329,438.

    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 26,769 shares
    Change vs previous 13F +19,533 shares

    <0.01% of the 13F portfolio, value $886,861.

    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 7,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,304.

    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).