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SEI INVESTMENTS CO: SRCE position timeline

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

SEI INVESTMENTS CO held 38,772 SRCE 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 38,772 shares
    Change vs previous 13F -10,351 shares

    <0.01% of the 13F portfolio, value $3,163,004.

    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 49,123 shares
    Change vs previous 13F -1,768 shares

    <0.01% of the 13F portfolio, value $3,399,799.

    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 50,891 shares
    Change vs previous 13F +3,903 shares

    <0.01% of the 13F portfolio, value $3,180,171.

    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 46,988 shares
    Change vs previous 13F -1,793 shares

    <0.01% of the 13F portfolio, value $2,892,575.

    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 48,781 shares
    Change vs previous 13F -9,397 shares

    <0.01% of the 13F portfolio, value $3,027,838.

    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 58,178 shares
    Change vs previous 13F +4,684 shares

    <0.01% of the 13F portfolio, value $3,479,628.

    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 53,494 shares
    Change vs previous 13F +25,528 shares

    <0.01% of the 13F portfolio, value $3,122,984.

    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 27,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,674,605.

    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).