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SEI INVESTMENTS CO: UPBD position timeline

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

SEI INVESTMENTS CO held 188,883 UPBD 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 188,883 shares
    Change vs previous 13F -55,965 shares

    <0.01% of the 13F portfolio, value $4,008,104.

    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 244,848 shares
    Change vs previous 13F +174,682 shares

    <0.01% of the 13F portfolio, value $4,419,498.

    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 70,166 shares
    Change vs previous 13F +32,608 shares

    <0.01% of the 13F portfolio, value $1,232,116.

    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 37,558 shares
    Change vs previous 13F -3,566 shares

    <0.01% of the 13F portfolio, value $887,503.

    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 41,124 shares
    Change vs previous 13F +21,121 shares

    <0.01% of the 13F portfolio, value $1,032,211.

    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 20,003 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $479,272.

    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 19,334 shares
    Change vs previous 13F +12,986 shares

    <0.01% of the 13F portfolio, value $563,973.

    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 6,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,073.

    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).