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SEI INVESTMENTS CO: IRTC position timeline

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

SEI INVESTMENTS CO held 178,765 IRTC 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 178,765 shares
    Change vs previous 13F -20,139 shares

    0.02% of the 13F portfolio, value $21,264,099.

    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 198,904 shares
    Change vs previous 13F -4,451 shares

    0.02% of the 13F portfolio, value $23,474,652.

    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 203,355 shares
    Change vs previous 13F -43,611 shares

    0.04% of the 13F portfolio, value $36,083,317.

    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 246,966 shares
    Change vs previous 13F -43,668 shares

    0.05% of the 13F portfolio, value $42,475,688.

    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 290,634 shares
    Change vs previous 13F -22,128 shares

    0.05% of the 13F portfolio, value $44,746,009.

    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 312,762 shares
    Change vs previous 13F -5,891 shares

    0.04% of the 13F portfolio, value $32,739,923.

    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 318,653 shares
    Change vs previous 13F +18,358 shares

    0.04% of the 13F portfolio, value $28,732,933.

    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 300,295 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $22,293,907.

    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).