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SEI INVESTMENTS CO: PFS position timeline

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

SEI INVESTMENTS CO held 38,352 PFS 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 38,352 shares
    Change vs previous 13F -15,903 shares

    <0.01% of the 13F portfolio, value $906,636.

    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 54,255 shares
    Change vs previous 13F +24,223 shares

    <0.01% of the 13F portfolio, value $1,148,027.

    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 30,032 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $593,135.

    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 30,332 shares
    Change vs previous 13F -9,632 shares

    <0.01% of the 13F portfolio, value $584,791.

    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 39,964 shares
    Change vs previous 13F -156,492 shares

    <0.01% of the 13F portfolio, value $700,583.

    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 196,456 shares
    Change vs previous 13F +32,500 shares

    <0.01% of the 13F portfolio, value $3,373,151.

    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 163,956 shares
    Change vs previous 13F +13,460 shares

    <0.01% of the 13F portfolio, value $3,093,842.

    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 150,496 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,793,198.

    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).