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Disclosery

SEI INVESTMENTS CO: SHO position timeline

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

SEI INVESTMENTS CO held 139,617 SHO 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 139,617 shares
    Change vs previous 13F +90,617 shares

    <0.01% of the 13F portfolio, value $1,598,633.

    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 49,000 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $441,567.

    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 49,386 shares
    Change vs previous 13F +449 shares

    <0.01% of the 13F portfolio, value $441,542.

    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 48,937 shares
    Change vs previous 13F -1,274 shares

    <0.01% of the 13F portfolio, value $458,568.

    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 50,211 shares
    Change vs previous 13F +2,924 shares

    <0.01% of the 13F portfolio, value $435,790.

    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 47,287 shares
    Change vs previous 13F -141,752 shares

    <0.01% of the 13F portfolio, value $445,011.

    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 189,039 shares
    Change vs previous 13F -24,524 shares

    <0.01% of the 13F portfolio, value $2,238,190.

    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 213,563 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,203,985.

    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).