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SEI INVESTMENTS CO: SHG position timeline

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

SEI INVESTMENTS CO held 114,573 SHG 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 114,573 shares
    Change vs previous 13F -36,660 shares

    0.01% of the 13F portfolio, value $7,247,145.

    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 151,233 shares
    Change vs previous 13F -3,035 shares

    0.01% of the 13F portfolio, value $9,274,070.

    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 154,268 shares
    Change vs previous 13F +7,051 shares

    0.01% of the 13F portfolio, value $8,274,019.

    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 147,217 shares
    Change vs previous 13F +31,614 shares

    0.01% of the 13F portfolio, value $7,415,616.

    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 115,603 shares
    Change vs previous 13F +11,290 shares

    0.01% of the 13F portfolio, value $5,222,710.

    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 104,313 shares
    Change vs previous 13F +23,860 shares

    <0.01% of the 13F portfolio, value $3,346,080.

    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 80,453 shares
    Change vs previous 13F -13,762 shares

    <0.01% of the 13F portfolio, value $2,644,980.

    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 94,215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,992,010.

    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).