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SEI INVESTMENTS CO: MTN position timeline

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

SEI INVESTMENTS CO held 165,229 MTN 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 165,229 shares
    Change vs previous 13F -21,438 shares

    0.02% of the 13F portfolio, value $22,495,652.

    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 186,667 shares
    Change vs previous 13F +51,748 shares

    0.02% of the 13F portfolio, value $23,952,972.

    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 134,919 shares
    Change vs previous 13F +77,439 shares

    0.02% of the 13F portfolio, value $17,917,773.

    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 57,480 shares
    Change vs previous 13F +3,145 shares

    0.01% of the 13F portfolio, value $8,597,957.

    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 54,335 shares
    Change vs previous 13F -8,996 shares

    0.01% of the 13F portfolio, value $8,537,403.

    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 63,331 shares
    Change vs previous 13F +3,065 shares

    0.01% of the 13F portfolio, value $10,134,195.

    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 60,266 shares
    Change vs previous 13F +4,094 shares

    0.01% of the 13F portfolio, value $11,296,776.

    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 56,172 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,790,158.

    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).