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SEI INVESTMENTS CO: WTRG position timeline

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

SEI INVESTMENTS CO held 124,417 WTRG 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 124,417 shares
    Change vs previous 13F -5,609 shares

    <0.01% of the 13F portfolio, value $4,766,391.

    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 130,026 shares
    Change vs previous 13F +8,606 shares

    <0.01% of the 13F portfolio, value $5,236,055.

    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 121,420 shares
    Change vs previous 13F +24,594 shares

    <0.01% of the 13F portfolio, value $4,657,695.

    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 96,826 shares
    Change vs previous 13F +20,902 shares

    <0.01% of the 13F portfolio, value $3,863,467.

    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 75,924 shares
    Change vs previous 13F -103,514 shares

    <0.01% of the 13F portfolio, value $2,819,857.

    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 179,438 shares
    Change vs previous 13F +7,282 shares

    0.01% of the 13F portfolio, value $7,093,164.

    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 172,156 shares
    Change vs previous 13F +106,735 shares

    0.01% of the 13F portfolio, value $6,252,710.

    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 65,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,523,280.

    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).