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Segment Wealth Management, LLC: APO position timeline

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

Segment Wealth Management, LLC held 58,240 APO 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 58,240 shares
    Change vs previous 13F +129 shares

    0.36% of the 13F portfolio, value $6,890,374.

    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 58,111 shares
    Change vs previous 13F -104,591 shares

    0.38% of the 13F portfolio, value $6,474,728.

    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 162,702 shares
    Change vs previous 13F +1,089 shares

    1.37% of the 13F portfolio, value $23,552,759.

    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 161,613 shares
    Change vs previous 13F +1,464 shares

    1.29% of the 13F portfolio, value $21,538,165.

    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 160,149 shares
    Change vs previous 13F +97,456 shares

    1.44% of the 13F portfolio, value $22,720,339.

    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 62,693 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $8,585,179.

    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 62,693 shares
    Change vs previous 13F +2,890 shares

    0.71% of the 13F portfolio, value $10,354,376.

    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 59,803 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,469,993.

    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).