Skip to content
Disclosery

SEI INVESTMENTS CO: MBWM position timeline

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

SEI INVESTMENTS CO held 8,207 MBWM 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 8,207 shares
    Change vs previous 13F -6,300 shares

    <0.01% of the 13F portfolio, value $471,246.

    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 14,507 shares
    Change vs previous 13F +6,300 shares

    <0.01% of the 13F portfolio, value $732,604.

    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 8,207 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $394,757.

    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 8,207 shares
    Change vs previous 13F +2,100 shares

    <0.01% of the 13F portfolio, value $369,315.

    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 6,107 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $283,426.

    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 6,107 shares
    Change vs previous 13F +1,600 shares

    <0.01% of the 13F portfolio, value $265,288.

    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 4,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,516.

    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).