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Disclosery

SEI INVESTMENTS CO: SWX position timeline

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

SEI INVESTMENTS CO held 95,136 SWX 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 95,136 shares
    Change vs previous 13F +1,589 shares

    0.01% of the 13F portfolio, value $8,436,656.

    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 93,547 shares
    Change vs previous 13F +45,997 shares

    0.01% of the 13F portfolio, value $8,129,249.

    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 47,550 shares
    Change vs previous 13F +3,060 shares

    <0.01% of the 13F portfolio, value $3,804,947.

    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 44,490 shares
    Change vs previous 13F -6,100 shares

    <0.01% of the 13F portfolio, value $3,485,356.

    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 50,590 shares
    Change vs previous 13F -4,053 shares

    <0.01% of the 13F portfolio, value $3,763,392.

    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 54,643 shares
    Change vs previous 13F -43,493 shares

    0.01% of the 13F portfolio, value $3,923,352.

    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 98,136 shares
    Change vs previous 13F -30,568 shares

    0.01% of the 13F portfolio, value $6,939,201.

    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 128,704 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,493,211.

    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).