Skip to content
Disclosery

SEI INVESTMENTS CO: UBSI position timeline

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

SEI INVESTMENTS CO held 366,384 UBSI 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 366,384 shares
    Change vs previous 13F +20,455 shares

    0.01% of the 13F portfolio, value $16,791,379.

    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 345,929 shares
    Change vs previous 13F +4,767 shares

    0.01% of the 13F portfolio, value $14,328,381.

    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 341,162 shares
    Change vs previous 13F -44,865 shares

    0.01% of the 13F portfolio, value $13,100,622.

    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 386,027 shares
    Change vs previous 13F -10,116 shares

    0.02% of the 13F portfolio, value $14,364,064.

    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 396,143 shares
    Change vs previous 13F +27,968 shares

    0.02% of the 13F portfolio, value $14,431,486.

    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 368,175 shares
    Change vs previous 13F +74,557 shares

    0.02% of the 13F portfolio, value $12,764,623.

    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 293,618 shares
    Change vs previous 13F -2,324 shares

    0.01% of the 13F portfolio, value $11,025,357.

    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 295,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,979,444.

    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).