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Disclosery

SEI INVESTMENTS CO: IWO position timeline

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

SEI INVESTMENTS CO held 159,552 IWO 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 159,552 shares
    Change vs previous 13F -6,492 shares

    0.06% of the 13F portfolio, value $62,857,940.

    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 166,044 shares
    Change vs previous 13F -4,592 shares

    0.05% of the 13F portfolio, value $52,106,440.

    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 170,636 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $55,120,500.

    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 170,642 shares
    Change vs previous 13F -11,582 shares

    0.06% of the 13F portfolio, value $54,607,490.

    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 182,224 shares
    Change vs previous 13F +14,563 shares

    0.06% of the 13F portfolio, value $52,093,090.

    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 167,661 shares
    Change vs previous 13F +5,115 shares

    0.06% of the 13F portfolio, value $42,845,270.

    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 162,546 shares
    Change vs previous 13F -12,599 shares

    0.06% of the 13F portfolio, value $46,785,530.

    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 175,145 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $49,739,960.

    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).