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Segment Wealth Management, LLC: ALL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Segment Wealth Management, LLC on ALL, newest first. How the timeline and the estimate are built.

Segment Wealth Management, LLC held 89,061 ALL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,061 shares
    Change vs previous 13F +941 shares

    1.1% of the 13F portfolio, value $21,191,107.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
    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 88,120 shares
    Change vs previous 13F +692 shares

    1.07% of the 13F portfolio, value $18,270,742.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
    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 87,428 shares
    Change vs previous 13F +1,497 shares

    1.06% of the 13F portfolio, value $18,198,144.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
    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 85,931 shares
    Change vs previous 13F +314 shares

    1.11% of the 13F portfolio, value $18,445,180.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
    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 85,617 shares
    Change vs previous 13F -1,475 shares

    1.09% of the 13F portfolio, value $17,235,501.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
    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 87,092 shares
    Change vs previous 13F -894 shares

    1.22% of the 13F portfolio, value $18,034,156.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, LLC
    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 87,986 shares
    Change vs previous 13F +541 shares

    1.16% of the 13F portfolio, value $16,962,908.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
    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 87,445 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $16,583,907.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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