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Disclosery

SEI INVESTMENTS CO: NEO position timeline

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

SEI INVESTMENTS CO held 272,413 NEO 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 272,413 shares
    Change vs previous 13F -193,786 shares

    <0.01% of the 13F portfolio, value $3,974,515.

    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 466,199 shares
    Change vs previous 13F +355,379 shares

    <0.01% of the 13F portfolio, value $3,459,190.

    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 110,820 shares
    Change vs previous 13F -6,141 shares

    <0.01% of the 13F portfolio, value $1,303,239.

    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 116,961 shares
    Change vs previous 13F -29,915 shares

    <0.01% of the 13F portfolio, value $902,937.

    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 146,876 shares
    Change vs previous 13F -126,453 shares

    <0.01% of the 13F portfolio, value $1,073,664.

    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 273,329 shares
    Change vs previous 13F +50,926 shares

    <0.01% of the 13F portfolio, value $2,593,892.

    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 222,403 shares
    Change vs previous 13F -18,558 shares

    <0.01% of the 13F portfolio, value $3,665,201.

    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 240,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,554,175.

    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).