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Disclosery

SEI INVESTMENTS CO: SHM position timeline

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

SEI INVESTMENTS CO held 228,444 SHM 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 228,444 shares
    Change vs previous 13F -8,328 shares

    0.01% of the 13F portfolio, value $10,957,350.

    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 236,772 shares
    Change vs previous 13F -8,994 shares

    0.01% of the 13F portfolio, value $11,324,780.

    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 245,766 shares
    Change vs previous 13F -14,947 shares

    0.01% of the 13F portfolio, value $11,794,250.

    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 260,713 shares
    Change vs previous 13F -10,691 shares

    0.01% of the 13F portfolio, value $12,571,480.

    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 271,404 shares
    Change vs previous 13F -18,492 shares

    0.02% of the 13F portfolio, value $12,981,270.

    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 289,896 shares
    Change vs previous 13F -62,635 shares

    0.02% of the 13F portfolio, value $13,799,100.

    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 352,531 shares
    Change vs previous 13F -14,724 shares

    0.02% of the 13F portfolio, value $16,706,420.

    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 367,255 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,679,720.

    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).