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Disclosery

Segment Wealth Management, LLC: AXON position timeline

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

Segment Wealth Management, LLC held 0 AXON shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,874 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,874 shares
    Change vs previous 13F -1,236 shares

    0.09% of the 13F portfolio, value $1,632,231.

    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).

  3. period ended2025-09-30
    13F 4,110 shares
    Change vs previous 13F +40 shares

    0.18% of the 13F portfolio, value $2,949,500.

    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).

  4. period ended2025-06-30
    13F 4,070 shares
    Change vs previous 13F +404 shares

    0.21% of the 13F portfolio, value $3,369,716.

    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).

  5. period ended2025-03-31
    13F 3,666 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $1,928,133.

    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).

  6. period ended2024-12-31
    13F 3,696 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,196,607.

    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).