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SEI INVESTMENTS CO: UTL position timeline

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

SEI INVESTMENTS CO held 65,468 UTL 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 65,468 shares
    Change vs previous 13F -16,156 shares

    <0.01% of the 13F portfolio, value $3,449,502.

    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 81,624 shares
    Change vs previous 13F +4,346 shares

    <0.01% of the 13F portfolio, value $4,263,994.

    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 77,278 shares
    Change vs previous 13F -18,293 shares

    <0.01% of the 13F portfolio, value $3,743,379.

    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 95,571 shares
    Change vs previous 13F +5,324 shares

    <0.01% of the 13F portfolio, value $4,574,023.

    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 90,247 shares
    Change vs previous 13F -2,668 shares

    0.01% of the 13F portfolio, value $4,706,380.

    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 92,915 shares
    Change vs previous 13F -9,995 shares

    0.01% of the 13F portfolio, value $5,360,274.

    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 102,910 shares
    Change vs previous 13F -2,454 shares

    0.01% of the 13F portfolio, value $5,576,693.

    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 105,364 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,382,951.

    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).