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Disclosery

SEI INVESTMENTS CO: STEP position timeline

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

SEI INVESTMENTS CO held 57,590 STEP 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 57,590 shares
    Change vs previous 13F -25,629 shares

    <0.01% of the 13F portfolio, value $2,381,963.

    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 83,219 shares
    Change vs previous 13F +27,788 shares

    <0.01% of the 13F portfolio, value $3,971,214.

    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 55,431 shares
    Change vs previous 13F -4,652 shares

    <0.01% of the 13F portfolio, value $3,557,043.

    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 60,083 shares
    Change vs previous 13F -1,146 shares

    <0.01% of the 13F portfolio, value $3,923,989.

    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 61,229 shares
    Change vs previous 13F +3,478 shares

    <0.01% of the 13F portfolio, value $3,398,212.

    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 57,751 shares
    Change vs previous 13F -26,936 shares

    <0.01% of the 13F portfolio, value $3,016,338.

    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 84,687 shares
    Change vs previous 13F +7,524 shares

    0.01% of the 13F portfolio, value $4,901,680.

    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 77,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,385,063.

    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).