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Disclosery

SEI INVESTMENTS CO: RTO position timeline

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

SEI INVESTMENTS CO held 37,465 RTO 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 37,465 shares
    Change vs previous 13F +3,209 shares

    <0.01% of the 13F portfolio, value $1,071,819.

    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 34,256 shares
    Change vs previous 13F -5,863 shares

    <0.01% of the 13F portfolio, value $1,078,480.

    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 40,119 shares
    Change vs previous 13F -26,788 shares

    <0.01% of the 13F portfolio, value $1,181,936.

    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 66,907 shares
    Change vs previous 13F -54,800 shares

    <0.01% of the 13F portfolio, value $1,689,398.

    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 121,707 shares
    Change vs previous 13F +18,266 shares

    <0.01% of the 13F portfolio, value $2,921,012.

    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 103,441 shares
    Change vs previous 13F -29,571 shares

    <0.01% of the 13F portfolio, value $2,368,816.

    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 133,012 shares
    Change vs previous 13F -895 shares

    <0.01% of the 13F portfolio, value $3,367,775.

    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 133,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,338,318.

    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).