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SEI INVESTMENTS CO: INVZ position timeline

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

SEI INVESTMENTS CO held 25,516 INVZ 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 25,516 shares
    Change vs previous 13F -7,074 shares

    <0.01% of the 13F portfolio, value $19,390.

    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 32,590 shares
    Change vs previous 13F -201,847 shares

    <0.01% of the 13F portfolio, value $20,590.

    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 234,437 shares
    Change vs previous 13F +193,793 shares

    <0.01% of the 13F portfolio, value $199,983.

    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 40,644 shares
    Change vs previous 13F +5,266 shares

    <0.01% of the 13F portfolio, value $82,880.

    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 35,378 shares
    Change vs previous 13F -6,437 shares

    <0.01% of the 13F portfolio, value $58,000.

    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 41,815 shares
    Change vs previous 13F +23,075 shares

    <0.01% of the 13F portfolio, value $27,220.

    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 18,740 shares
    Change vs previous 13F -4,521 shares

    <0.01% of the 13F portfolio, value $31,510.

    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 23,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,220.

    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).