SEIM β€” SEI EXCHANGE TRADED FUNDS

Ownership history in Investmark Advisory Group LLC  Β·  3 quarters on record

AI Ownership Summary

Investmark Advisory Group LLC reported SEI EXCHANGE TRADED FUNDS (SEIM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows SEIM at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investmark Advisory Group LLC's position in SEI EXCHANGE TRADED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SEIM was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Investmark Advisory Group LLC held SEIM β€” position size vs. price
% of Fund (quarterly)    SEIM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,512 +143 +2.2% 0.13% $300K 2026-02-14 (Est.) $47.47
2025 Q3 ADDED 6,369 +965 +17.9% 0.13% $289K 2025-10-23 $45.40
2025 Q2 INITIATED 5,404 β€” β€” 0.11% $228K 2025-08-14 $43.33

FAQ About Investmark Advisory Group LLC and SEIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Investmark Advisory Group LLC reported owning SEIM?

Investmark Advisory Group LLC reported SEIM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SEIM position in Investmark Advisory Group LLC's portfolio?

The largest reported portfolio weight for SEIM was 0.13% in 2025 Q4.

What is the latest reported SEIM position on this page?

The most recent filing on this page is 2025 Q4, when Investmark Advisory Group LLC reported 6,512 shares, equal to 0.13% of portfolio, with an estimated market value of $300K.

What does the chart on this SEIM ownership page compare?

The chart compares Investmark Advisory Group LLC's quarterly SEIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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