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Disclosery

SEI INVESTMENTS CO: SBH position timeline

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

SEI INVESTMENTS CO held 122,301 SBH 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 122,301 shares
    Change vs previous 13F -77,979 shares

    <0.01% of the 13F portfolio, value $1,729,256.

    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 200,280 shares
    Change vs previous 13F +68,754 shares

    <0.01% of the 13F portfolio, value $2,773,867.

    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 131,526 shares
    Change vs previous 13F -14,336 shares

    <0.01% of the 13F portfolio, value $1,875,532.

    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 145,862 shares
    Change vs previous 13F -46,539 shares

    <0.01% of the 13F portfolio, value $2,374,654.

    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 192,401 shares
    Change vs previous 13F +16,344 shares

    <0.01% of the 13F portfolio, value $1,781,637.

    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 176,057 shares
    Change vs previous 13F -2,227 shares

    <0.01% of the 13F portfolio, value $1,589,839.

    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 178,284 shares
    Change vs previous 13F -13,847 shares

    <0.01% of the 13F portfolio, value $1,863,061.

    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 192,131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,607,216.

    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).