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Disclosery

SEI INVESTMENTS CO: IVE position timeline

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

SEI INVESTMENTS CO held 39,364 IVE 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 39,364 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $8,937,970.

    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 39,412 shares
    Change vs previous 13F +108 shares

    0.01% of the 13F portfolio, value $8,321,770.

    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 39,304 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $8,335,150.

    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 39,279 shares
    Change vs previous 13F -467 shares

    0.01% of the 13F portfolio, value $8,111,580.

    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 39,746 shares
    Change vs previous 13F -577 shares

    0.01% of the 13F portfolio, value $7,767,190.

    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 40,323 shares
    Change vs previous 13F +917 shares

    0.01% of the 13F portfolio, value $7,684,650.

    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 39,406 shares
    Change vs previous 13F -383 shares

    0.01% of the 13F portfolio, value $7,521,740.

    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 39,789 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,845,060.

    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).