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Disclosery

Situational Awareness LP: SEI position timeline

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

Situational Awareness LP held 1,129,621 SEI 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 1,129,621 shares
    Change vs previous 13F -1,081,481 shares

    0.45% of the 13F portfolio, value $90,889,306.

    13F-HR 0000935836-26-000418 filed by Situational Awareness LP
    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 2,211,102 shares
    Change vs previous 13F +344,602 shares

    1.62% of the 13F portfolio, value $124,949,374.

    13F-HR 0002038540-26-000004 filed by Situational Awareness Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    • Situational Awareness Partners LP: 1,105,551 shares
    • Situational Awareness LP: 1,105,551 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,866,500 shares
    Change vs previous 13F +716,200 shares

    2.19% of the 13F portfolio, value $85,803,005.

    13F-HR 0002045724-26-000002 filed by Situational Awareness LP
    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 1,150,300 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $45,977,491.

    13F-HR 0002045724-25-000008 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).