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SEI INVESTMENTS CO: U position timeline

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

SEI INVESTMENTS CO held 411,602 U 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 411,602 shares
    Change vs previous 13F +101,283 shares

    0.01% of the 13F portfolio, value $11,763,675.

    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 310,319 shares
    Change vs previous 13F -60,922 shares

    0.01% of the 13F portfolio, value $6,808,440.

    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 371,241 shares
    Change vs previous 13F +154,986 shares

    0.02% of the 13F portfolio, value $16,398,947.

    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 216,255 shares
    Change vs previous 13F -8,460 shares

    0.01% of the 13F portfolio, value $8,658,452.

    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 224,715 shares
    Change vs previous 13F +201,662 shares

    0.01% of the 13F portfolio, value $5,438,110.

    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 23,053 shares
    Change vs previous 13F +5,131 shares

    <0.01% of the 13F portfolio, value $451,636.

    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 17,922 shares
    Change vs previous 13F +5,486 shares

    <0.01% of the 13F portfolio, value $402,690.

    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 12,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,308.

    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).