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SEI INVESTMENTS CO: XERS position timeline

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

SEI INVESTMENTS CO held 339,509 XERS 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 339,509 shares
    Change vs previous 13F -239,701 shares

    <0.01% of the 13F portfolio, value $2,688,901.

    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 579,210 shares
    Change vs previous 13F +179,863 shares

    <0.01% of the 13F portfolio, value $3,359,432.

    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 399,347 shares
    Change vs previous 13F +278,171 shares

    <0.01% of the 13F portfolio, value $3,134,871.

    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 121,176 shares
    Change vs previous 13F +4,642 shares

    <0.01% of the 13F portfolio, value $986,379.

    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 116,534 shares
    Change vs previous 13F +19,043 shares

    <0.01% of the 13F portfolio, value $544,208.

    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 97,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $535,229.

    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).