Skip to content
Disclosery

SEI INVESTMENTS CO: JOE position timeline

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

SEI INVESTMENTS CO held 5,658 JOE 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 5,658 shares
    Change vs previous 13F -2,675 shares

    <0.01% of the 13F portfolio, value $354,363.

    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 8,333 shares
    Change vs previous 13F +2,842 shares

    <0.01% of the 13F portfolio, value $523,316.

    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 5,491 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $325,993.

    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 5,491 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $271,687.

    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 5,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,450.

    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).