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SEI INVESTMENTS CO: LPLA position timeline

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

SEI INVESTMENTS CO held 97,060 LPLA 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 97,060 shares
    Change vs previous 13F -29,714 shares

    0.02% of the 13F portfolio, value $27,343,438.

    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 126,774 shares
    Change vs previous 13F +14,967 shares

    0.04% of the 13F portfolio, value $38,133,829.

    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 111,807 shares
    Change vs previous 13F -11,928 shares

    0.04% of the 13F portfolio, value $39,934,151.

    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 123,735 shares
    Change vs previous 13F -295,555 shares

    0.04% of the 13F portfolio, value $41,165,278.

    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 419,290 shares
    Change vs previous 13F +40,229 shares

    0.18% of the 13F portfolio, value $157,216,794.

    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 379,061 shares
    Change vs previous 13F +263,329 shares

    0.16% of the 13F portfolio, value $124,006,658.

    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 115,732 shares
    Change vs previous 13F +28,072 shares

    0.05% of the 13F portfolio, value $37,788,779.

    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 87,660 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,392,422.

    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).