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Disclosery

SEI INVESTMENTS CO: PHR position timeline

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

SEI INVESTMENTS CO held 28,335 PHR 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 28,335 shares
    Change vs previous 13F -109,287 shares

    <0.01% of the 13F portfolio, value $291,564.

    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 137,622 shares
    Change vs previous 13F +23,560 shares

    <0.01% of the 13F portfolio, value $1,153,279.

    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 114,062 shares
    Change vs previous 13F -54,996 shares

    <0.01% of the 13F portfolio, value $1,929,925.

    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 169,058 shares
    Change vs previous 13F -73,651 shares

    <0.01% of the 13F portfolio, value $3,976,242.

    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 242,709 shares
    Change vs previous 13F +38,054 shares

    0.01% of the 13F portfolio, value $6,907,484.

    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 204,655 shares
    Change vs previous 13F +7,840 shares

    0.01% of the 13F portfolio, value $5,230,995.

    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 196,815 shares
    Change vs previous 13F +15,241 shares

    0.01% of the 13F portfolio, value $4,951,869.

    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 181,574 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,138,066.

    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).