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SEI INVESTMENTS CO: SMA position timeline

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

SEI INVESTMENTS CO held 172,447 SMA 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 172,447 shares
    Change vs previous 13F -15,700 shares

    <0.01% of the 13F portfolio, value $5,604,723.

    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 188,147 shares
    Change vs previous 13F +21,200 shares

    0.01% of the 13F portfolio, value $5,697,116.

    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 166,947 shares
    Change vs previous 13F +33,650 shares

    0.01% of the 13F portfolio, value $5,165,323.

    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 133,297 shares
    Change vs previous 13F +13,882 shares

    0.01% of the 13F portfolio, value $5,017,316.

    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 119,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,326,400.

    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).