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SEI INVESTMENTS CO: SR position timeline

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

SEI INVESTMENTS CO held 36,342 SR 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 36,342 shares
    Change vs previous 13F -16,947 shares

    <0.01% of the 13F portfolio, value $2,837,820.

    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 53,289 shares
    Change vs previous 13F +6,163 shares

    <0.01% of the 13F portfolio, value $4,824,504.

    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 47,126 shares
    Change vs previous 13F -68,419 shares

    <0.01% of the 13F portfolio, value $3,897,340.

    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 115,545 shares
    Change vs previous 13F +74,876 shares

    0.01% of the 13F portfolio, value $9,419,285.

    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 40,669 shares
    Change vs previous 13F -151,988 shares

    <0.01% of the 13F portfolio, value $2,968,198.

    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 192,657 shares
    Change vs previous 13F -27,670 shares

    0.02% of the 13F portfolio, value $15,075,432.

    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 220,327 shares
    Change vs previous 13F +15,854 shares

    0.02% of the 13F portfolio, value $14,944,632.

    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 204,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,758,968.

    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).