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SEI INVESTMENTS CO: PWP position timeline

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

SEI INVESTMENTS CO held 481,233 PWP 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 481,233 shares
    Change vs previous 13F -129,355 shares

    0.01% of the 13F portfolio, value $7,680,486.

    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 610,588 shares
    Change vs previous 13F +367,525 shares

    0.01% of the 13F portfolio, value $11,088,315.

    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 243,063 shares
    Change vs previous 13F +167,206 shares

    <0.01% of the 13F portfolio, value $4,204,981.

    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 75,857 shares
    Change vs previous 13F +4,917 shares

    <0.01% of the 13F portfolio, value $1,617,254.

    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 70,940 shares
    Change vs previous 13F -502 shares

    <0.01% of the 13F portfolio, value $1,377,669.

    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 71,442 shares
    Change vs previous 13F -4,616 shares

    <0.01% of the 13F portfolio, value $1,314,769.

    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 76,058 shares
    Change vs previous 13F -15,844 shares

    <0.01% of the 13F portfolio, value $1,813,223.

    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 91,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,774,628.

    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).