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Disclosery

SEI INVESTMENTS CO: LZ position timeline

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

SEI INVESTMENTS CO held 218,927 LZ 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 218,927 shares
    Change vs previous 13F -111,203 shares

    <0.01% of the 13F portfolio, value $1,342,029.

    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 330,130 shares
    Change vs previous 13F -39,448 shares

    <0.01% of the 13F portfolio, value $1,871,831.

    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 369,578 shares
    Change vs previous 13F +45,421 shares

    <0.01% of the 13F portfolio, value $3,669,930.

    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 324,157 shares
    Change vs previous 13F -31,858 shares

    <0.01% of the 13F portfolio, value $3,364,636.

    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 356,015 shares
    Change vs previous 13F +202,414 shares

    <0.01% of the 13F portfolio, value $3,172,089.

    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 153,601 shares
    Change vs previous 13F +142,578 shares

    <0.01% of the 13F portfolio, value $1,322,501.

    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 11,023 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,781.

    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).