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SEI INVESTMENTS CO: SRE position timeline

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

SEI INVESTMENTS CO held 252,896 SRE 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 252,896 shares
    Change vs previous 13F -231,750 shares

    0.02% of the 13F portfolio, value $23,446,697.

    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 484,646 shares
    Change vs previous 13F +24,533 shares

    0.04% of the 13F portfolio, value $47,092,156.

    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 460,113 shares
    Change vs previous 13F -7,298 shares

    0.04% of the 13F portfolio, value $40,623,602.

    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 467,411 shares
    Change vs previous 13F +44,131 shares

    0.05% of the 13F portfolio, value $42,058,240.

    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 423,280 shares
    Change vs previous 13F +144,872 shares

    0.04% of the 13F portfolio, value $32,072,160.

    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 278,408 shares
    Change vs previous 13F +55,615 shares

    0.03% of the 13F portfolio, value $19,866,905.

    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 222,793 shares
    Change vs previous 13F +5,612 shares

    0.03% of the 13F portfolio, value $19,543,490.

    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 217,181 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,162,829.

    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).