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SEI INVESTMENTS CO: INVX position timeline

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

SEI INVESTMENTS CO held 88,000 INVX 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 88,000 shares
    Change vs previous 13F -38,288 shares

    <0.01% of the 13F portfolio, value $2,182,403.

    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 126,288 shares
    Change vs previous 13F +52,218 shares

    <0.01% of the 13F portfolio, value $3,080,132.

    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 74,070 shares
    Change vs previous 13F +2,606 shares

    <0.01% of the 13F portfolio, value $1,619,959.

    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 71,464 shares
    Change vs previous 13F +4,802 shares

    <0.01% of the 13F portfolio, value $1,325,009.

    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 66,662 shares
    Change vs previous 13F +29,977 shares

    <0.01% of the 13F portfolio, value $1,041,315.

    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 36,685 shares
    Change vs previous 13F +7,393 shares

    <0.01% of the 13F portfolio, value $658,893.

    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 29,292 shares
    Change vs previous 13F -2,973 shares

    <0.01% of the 13F portfolio, value $409,310.

    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 32,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $473,686.

    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).