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SEI INVESTMENTS CO: TER position timeline

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

SEI INVESTMENTS CO held 106,113 TER 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 106,113 shares
    Change vs previous 13F -65,196 shares

    0.05% of the 13F portfolio, value $51,342,026.

    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 171,309 shares
    Change vs previous 13F -142,360 shares

    0.05% of the 13F portfolio, value $50,786,824.

    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 313,669 shares
    Change vs previous 13F +26,799 shares

    0.06% of the 13F portfolio, value $60,713,065.

    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 286,870 shares
    Change vs previous 13F +54,591 shares

    0.04% of the 13F portfolio, value $39,484,707.

    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 232,279 shares
    Change vs previous 13F -25,264 shares

    0.02% of the 13F portfolio, value $20,887,241.

    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 257,543 shares
    Change vs previous 13F +22,916 shares

    0.03% of the 13F portfolio, value $21,274,261.

    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 234,627 shares
    Change vs previous 13F -14,099 shares

    0.04% of the 13F portfolio, value $29,544,430.

    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 248,726 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $33,312,425.

    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).