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Disclosery

SEI INVESTMENTS CO: UTI position timeline

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

SEI INVESTMENTS CO held 176,831 UTI 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 176,831 shares
    Change vs previous 13F +37,149 shares

    0.01% of the 13F portfolio, value $7,563,062.

    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 139,682 shares
    Change vs previous 13F +110,056 shares

    <0.01% of the 13F portfolio, value $5,042,520.

    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 29,626 shares
    Change vs previous 13F +12,596 shares

    <0.01% of the 13F portfolio, value $774,127.

    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 17,030 shares
    Change vs previous 13F -15,125 shares

    <0.01% of the 13F portfolio, value $554,327.

    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 32,155 shares
    Change vs previous 13F +12,232 shares

    <0.01% of the 13F portfolio, value $1,089,728.

    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 19,923 shares
    Change vs previous 13F -17,611 shares

    <0.01% of the 13F portfolio, value $511,622.

    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 37,534 shares
    Change vs previous 13F -11,896 shares

    <0.01% of the 13F portfolio, value $964,999.

    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 49,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $803,732.

    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).