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Disclosery

SEI INVESTMENTS CO: STZ position timeline

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

SEI INVESTMENTS CO held 31,638 STZ 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 31,638 shares
    Change vs previous 13F +1,665 shares

    <0.01% of the 13F portfolio, value $4,400,912.

    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 29,973 shares
    Change vs previous 13F -20,104 shares

    <0.01% of the 13F portfolio, value $4,495,950.

    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 50,077 shares
    Change vs previous 13F -142,188 shares

    0.01% of the 13F portfolio, value $6,908,861.

    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 192,265 shares
    Change vs previous 13F -2,035 shares

    0.03% of the 13F portfolio, value $25,892,112.

    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 194,300 shares
    Change vs previous 13F -16,555 shares

    0.04% of the 13F portfolio, value $31,609,163.

    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 210,855 shares
    Change vs previous 13F -6,684 shares

    0.05% of the 13F portfolio, value $38,695,855.

    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 217,539 shares
    Change vs previous 13F +1,672 shares

    0.06% of the 13F portfolio, value $48,079,725.

    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 215,867 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $55,627,187.

    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).