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Disclosery

SEI INVESTMENTS CO: SHAK position timeline

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

SEI INVESTMENTS CO held 33,562 SHAK 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 33,562 shares
    Change vs previous 13F -8,121 shares

    <0.01% of the 13F portfolio, value $1,880,158.

    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 41,683 shares
    Change vs previous 13F +27,194 shares

    <0.01% of the 13F portfolio, value $3,687,676.

    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 14,489 shares
    Change vs previous 13F -5,692 shares

    <0.01% of the 13F portfolio, value $1,176,070.

    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 20,181 shares
    Change vs previous 13F +3,312 shares

    <0.01% of the 13F portfolio, value $1,889,151.

    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 16,869 shares
    Change vs previous 13F -7,461 shares

    <0.01% of the 13F portfolio, value $2,371,766.

    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 24,330 shares
    Change vs previous 13F -4,088 shares

    <0.01% of the 13F portfolio, value $2,145,162.

    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 28,418 shares
    Change vs previous 13F -3,244 shares

    <0.01% of the 13F portfolio, value $3,688,657.

    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 31,662 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,267,831.

    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).