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Segment Wealth Management, LLC: BC position timeline

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

Segment Wealth Management, LLC held 89,590 BC 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 89,590 shares
    Change vs previous 13F +738 shares

    0.39% of the 13F portfolio, value $7,547,062.

    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 88,852 shares
    Change vs previous 13F +561 shares

    0.38% of the 13F portfolio, value $6,464,872.

    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 88,291 shares
    Change vs previous 13F +684 shares

    0.38% of the 13F portfolio, value $6,554,724.

    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 87,607 shares
    Change vs previous 13F +754 shares

    0.33% of the 13F portfolio, value $5,540,267.

    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 86,853 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,797,760.

    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).