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SEI INVESTMENTS CO: SMB position timeline

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

SEI INVESTMENTS CO held 270,992 SMB 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 270,992 shares
    Change vs previous 13F -23,614 shares

    <0.01% of the 13F portfolio, value $4,701,760.

    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 294,606 shares
    Change vs previous 13F -6,736 shares

    <0.01% of the 13F portfolio, value $5,096,640.

    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 301,342 shares
    Change vs previous 13F +50,273 shares

    0.01% of the 13F portfolio, value $5,246,420.

    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 251,069 shares
    Change vs previous 13F -13,075 shares

    <0.01% of the 13F portfolio, value $4,373,620.

    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 264,144 shares
    Change vs previous 13F +40,716 shares

    0.01% of the 13F portfolio, value $4,559,090.

    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 223,428 shares
    Change vs previous 13F +11,806 shares

    <0.01% of the 13F portfolio, value $3,828,370.

    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 211,622 shares
    Change vs previous 13F +7,023 shares

    <0.01% of the 13F portfolio, value $3,616,520.

    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 204,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,537,440.

    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).