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Disclosery

SEI INVESTMENTS CO: OIS position timeline

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

SEI INVESTMENTS CO held 143,207 OIS 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 143,207 shares
    Change vs previous 13F -298,518 shares

    <0.01% of the 13F portfolio, value $1,147,083.

    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 441,725 shares
    Change vs previous 13F +293,271 shares

    <0.01% of the 13F portfolio, value $5,141,677.

    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 148,454 shares
    Change vs previous 13F +58,220 shares

    <0.01% of the 13F portfolio, value $1,005,024.

    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 90,234 shares
    Change vs previous 13F -12,511 shares

    <0.01% of the 13F portfolio, value $546,821.

    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 102,745 shares
    Change vs previous 13F +12,999 shares

    <0.01% of the 13F portfolio, value $550,706.

    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 89,746 shares
    Change vs previous 13F +3,843 shares

    <0.01% of the 13F portfolio, value $462,214.

    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 85,903 shares
    Change vs previous 13F +41,961 shares

    <0.01% of the 13F portfolio, value $434,676.

    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 43,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,149.

    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).