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SEI INVESTMENTS CO: TRU position timeline

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

SEI INVESTMENTS CO held 138,000 TRU 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 138,000 shares
    Change vs previous 13F -18,773 shares

    0.01% of the 13F portfolio, value $9,955,162.

    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 156,773 shares
    Change vs previous 13F +54,724 shares

    0.01% of the 13F portfolio, value $10,847,308.

    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 102,049 shares
    Change vs previous 13F +36,368 shares

    0.01% of the 13F portfolio, value $8,750,716.

    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 65,681 shares
    Change vs previous 13F +1,727 shares

    0.01% of the 13F portfolio, value $5,502,687.

    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 63,954 shares
    Change vs previous 13F +17,741 shares

    0.01% of the 13F portfolio, value $5,627,748.

    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 46,213 shares
    Change vs previous 13F -19,923 shares

    <0.01% of the 13F portfolio, value $3,835,062.

    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 66,136 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $6,131,427.

    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 66,752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,989,083.

    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).