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SEI INVESTMENTS CO: IVW position timeline

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

SEI INVESTMENTS CO held 176,217 IVW 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 176,217 shares
    Change vs previous 13F -6,061 shares

    0.02% of the 13F portfolio, value $24,235,050.

    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 182,278 shares
    Change vs previous 13F -2,302 shares

    0.02% of the 13F portfolio, value $20,617,410.

    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 184,580 shares
    Change vs previous 13F -2,276 shares

    0.02% of the 13F portfolio, value $22,751,290.

    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 186,856 shares
    Change vs previous 13F -6,969 shares

    0.02% of the 13F portfolio, value $22,557,210.

    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 193,825 shares
    Change vs previous 13F -3,531 shares

    0.02% of the 13F portfolio, value $21,340,180.

    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 197,356 shares
    Change vs previous 13F -10,177 shares

    0.02% of the 13F portfolio, value $18,320,600.

    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 207,533 shares
    Change vs previous 13F -11,527 shares

    0.03% of the 13F portfolio, value $21,070,850.

    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 219,060 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,975,110.

    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).