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Disclosery

SEI INVESTMENTS CO: IVT position timeline

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

SEI INVESTMENTS CO held 49,583 IVT 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 49,583 shares
    Change vs previous 13F -56,790 shares

    <0.01% of the 13F portfolio, value $1,755,271.

    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 106,373 shares
    Change vs previous 13F +40,600 shares

    <0.01% of the 13F portfolio, value $3,240,003.

    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 65,773 shares
    Change vs previous 13F +27,422 shares

    <0.01% of the 13F portfolio, value $1,855,429.

    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 38,351 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $1,097,699.

    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 38,385 shares
    Change vs previous 13F +13,914 shares

    <0.01% of the 13F portfolio, value $1,051,748.

    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 24,471 shares
    Change vs previous 13F -14,673 shares

    <0.01% of the 13F portfolio, value $718,691.

    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 39,144 shares
    Change vs previous 13F +4,717 shares

    <0.01% of the 13F portfolio, value $1,179,187.

    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 34,427 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $976,698.

    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).