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SEI INVESTMENTS CO: WK position timeline

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

SEI INVESTMENTS CO held 65,093 WK 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 65,093 shares
    Change vs previous 13F +12,970 shares

    <0.01% of the 13F portfolio, value $3,157,658.

    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 52,123 shares
    Change vs previous 13F -62,540 shares

    <0.01% of the 13F portfolio, value $3,108,111.

    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 114,663 shares
    Change vs previous 13F -19,839 shares

    0.01% of the 13F portfolio, value $9,889,694.

    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 134,502 shares
    Change vs previous 13F -15,361 shares

    0.01% of the 13F portfolio, value $11,577,935.

    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 149,863 shares
    Change vs previous 13F -33,886 shares

    0.01% of the 13F portfolio, value $10,258,119.

    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 183,749 shares
    Change vs previous 13F -22,135 shares

    0.02% of the 13F portfolio, value $13,948,396.

    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 205,884 shares
    Change vs previous 13F -3,444 shares

    0.03% of the 13F portfolio, value $22,544,299.

    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 209,328 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,562,027.

    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).