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SEI INVESTMENTS CO: SWK position timeline

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

SEI INVESTMENTS CO held 139,717 SWK 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 139,717 shares
    Change vs previous 13F -125,959 shares

    0.01% of the 13F portfolio, value $13,150,177.

    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 265,676 shares
    Change vs previous 13F +93,548 shares

    0.02% of the 13F portfolio, value $18,878,897.

    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 172,128 shares
    Change vs previous 13F +20,381 shares

    0.01% of the 13F portfolio, value $12,785,707.

    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 151,747 shares
    Change vs previous 13F +5,705 shares

    0.01% of the 13F portfolio, value $11,279,395.

    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 146,042 shares
    Change vs previous 13F -29,688 shares

    0.01% of the 13F portfolio, value $9,894,426.

    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 175,730 shares
    Change vs previous 13F +2,960 shares

    0.02% of the 13F portfolio, value $13,510,100.

    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 172,770 shares
    Change vs previous 13F -1,087 shares

    0.02% of the 13F portfolio, value $13,871,640.

    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 173,857 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $19,146,832.

    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).