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Disclosery

SEI INVESTMENTS CO: SMIN position timeline

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

SEI INVESTMENTS CO held 99,446 SMIN 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 99,446 shares
    Change vs previous 13F +32,014 shares

    0.01% of the 13F portfolio, value $7,033,809.

    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 67,432 shares
    Change vs previous 13F +7,956 shares

    <0.01% of the 13F portfolio, value $4,043,622.

    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 59,476 shares
    Change vs previous 13F +29,977 shares

    <0.01% of the 13F portfolio, value $4,158,662.

    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 29,499 shares
    Change vs previous 13F -1,310 shares

    <0.01% of the 13F portfolio, value $2,115,701.

    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 30,809 shares
    Change vs previous 13F +21,081 shares

    <0.01% of the 13F portfolio, value $2,377,832.

    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 9,728 shares
    Change vs previous 13F +3,799 shares

    <0.01% of the 13F portfolio, value $662,460.

    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 5,929 shares
    Change vs previous 13F -464 shares

    <0.01% of the 13F portfolio, value $453,410.

    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 6,393 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $549,740.

    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).