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SEI INVESTMENTS CO: UBS position timeline

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

SEI INVESTMENTS CO held 171,980 UBS 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 171,980 shares
    Change vs previous 13F -4,286 shares

    0.01% of the 13F portfolio, value $8,523,030.

    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 176,266 shares
    Change vs previous 13F +10,609 shares

    0.01% of the 13F portfolio, value $6,887,017.

    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 165,657 shares
    Change vs previous 13F +36,980 shares

    0.01% of the 13F portfolio, value $7,671,709.

    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 128,677 shares
    Change vs previous 13F -17,170 shares

    0.01% of the 13F portfolio, value $5,276,533.

    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 145,847 shares
    Change vs previous 13F -78,129 shares

    0.01% of the 13F portfolio, value $4,932,566.

    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 223,976 shares
    Change vs previous 13F +26,775 shares

    0.01% of the 13F portfolio, value $6,860,981.

    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 197,201 shares
    Change vs previous 13F +5,217 shares

    0.01% of the 13F portfolio, value $5,978,651.

    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 191,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,934,280.

    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).