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Disclosery

SEI INVESTMENTS CO: IWD position timeline

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

SEI INVESTMENTS CO held 89,848 IWD 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 89,848 shares
    Change vs previous 13F +4,882 shares

    0.02% of the 13F portfolio, value $21,781,865.

    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 84,966 shares
    Change vs previous 13F +49,932 shares

    0.02% of the 13F portfolio, value $18,154,692.

    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 35,034 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $7,369,045.

    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 34,353 shares
    Change vs previous 13F +2,078 shares

    0.01% of the 13F portfolio, value $6,993,920.

    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 32,275 shares
    Change vs previous 13F -1,495 shares

    0.01% of the 13F portfolio, value $6,268,774.

    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 33,770 shares
    Change vs previous 13F -7,058 shares

    0.01% of the 13F portfolio, value $6,354,172.

    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 40,828 shares
    Change vs previous 13F +12,427 shares

    0.01% of the 13F portfolio, value $7,558,493.

    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 28,401 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,390,507.

    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).