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SEI INVESTMENTS CO: IWB position timeline

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

SEI INVESTMENTS CO held 8,344 IWB 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 8,344 shares
    Change vs previous 13F -1,215 shares

    <0.01% of the 13F portfolio, value $3,416,850.

    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 9,559 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $3,408,350.

    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 9,399 shares
    Change vs previous 13F +1,958 shares

    <0.01% of the 13F portfolio, value $3,509,980.

    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 7,441 shares
    Change vs previous 13F +335 shares

    <0.01% of the 13F portfolio, value $2,719,540.

    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 7,106 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $2,412,980.

    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 7,026 shares
    Change vs previous 13F -39,233 shares

    <0.01% of the 13F portfolio, value $2,155,140.

    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 46,259 shares
    Change vs previous 13F +39,923 shares

    0.02% of the 13F portfolio, value $14,902,800.

    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 6,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,991,970.

    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).