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Disclosery

SEI INVESTMENTS CO: IX position timeline

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

SEI INVESTMENTS CO held 178,737 IX 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 178,737 shares
    Change vs previous 13F +19,209 shares

    0.01% of the 13F portfolio, value $6,798,290.

    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 159,528 shares
    Change vs previous 13F +17,330 shares

    <0.01% of the 13F portfolio, value $4,785,510.

    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 142,198 shares
    Change vs previous 13F +7,981 shares

    <0.01% of the 13F portfolio, value $4,154,740.

    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 134,217 shares
    Change vs previous 13F +8,019 shares

    <0.01% of the 13F portfolio, value $3,506,370.

    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 126,198 shares
    Change vs previous 13F +5,620 shares

    <0.01% of the 13F portfolio, value $2,842,250.

    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 120,578 shares
    Change vs previous 13F +97,863 shares

    <0.01% of the 13F portfolio, value $2,518,780.

    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 22,715 shares
    Change vs previous 13F +367 shares

    <0.01% of the 13F portfolio, value $2,412,990.

    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 22,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,593,130.

    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).