Skip to content
Disclosery

Segment Wealth Management, LLC: BSJR position timeline

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

Segment Wealth Management, LLC held 61,110 BSJR 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 61,110 shares
    Change vs previous 13F -1,290 shares

    0.07% of the 13F portfolio, value $1,365,540.

    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 62,400 shares
    Change vs previous 13F -2,745 shares

    0.08% of the 13F portfolio, value $1,395,576.

    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 65,145 shares
    Change vs previous 13F -125 shares

    0.09% of the 13F portfolio, value $1,473,228.

    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 65,270 shares
    Change vs previous 13F -900 shares

    0.09% of the 13F portfolio, value $1,484,240.

    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 66,170 shares
    Change vs previous 13F -1,160 shares

    0.1% of the 13F portfolio, value $1,502,390.

    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 67,330 shares
    Change vs previous 13F +750 shares

    0.1% of the 13F portfolio, value $1,508,515.

    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 66,580 shares
    Change vs previous 13F +3,830 shares

    0.1% of the 13F portfolio, value $1,491,392.

    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 62,750 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,424,425.

    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).