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Disclosery

SEI INVESTMENTS CO: SMG position timeline

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

SEI INVESTMENTS CO held 317,746 SMG 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 317,746 shares
    Change vs previous 13F +55,957 shares

    0.02% of the 13F portfolio, value $21,641,646.

    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 261,789 shares
    Change vs previous 13F +51,213 shares

    0.01% of the 13F portfolio, value $15,919,376.

    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 210,576 shares
    Change vs previous 13F -27,784 shares

    0.01% of the 13F portfolio, value $12,287,131.

    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 238,360 shares
    Change vs previous 13F +37,185 shares

    0.01% of the 13F portfolio, value $13,574,623.

    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 201,175 shares
    Change vs previous 13F +98,558 shares

    0.02% of the 13F portfolio, value $13,269,475.

    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 102,617 shares
    Change vs previous 13F -5,468 shares

    0.01% of the 13F portfolio, value $5,632,584.

    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 108,085 shares
    Change vs previous 13F -5,683 shares

    0.01% of the 13F portfolio, value $7,170,429.

    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 113,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,863,720.

    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).