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Disclosery

Segment Wealth Management, LLC: BSJS position timeline

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

Segment Wealth Management, LLC held 53,585 BSJS 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 53,585 shares
    Change vs previous 13F -525 shares

    0.06% of the 13F portfolio, value $1,165,206.

    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 54,110 shares
    Change vs previous 13F -210 shares

    0.07% of the 13F portfolio, value $1,173,375.

    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 54,320 shares
    Change vs previous 13F +910 shares

    0.07% of the 13F portfolio, value $1,195,040.

    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 53,410 shares
    Change vs previous 13F +1,350 shares

    0.07% of the 13F portfolio, value $1,179,293.

    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 52,060 shares
    Change vs previous 13F -750 shares

    0.07% of the 13F portfolio, value $1,147,923.

    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 52,810 shares
    Change vs previous 13F +770 shares

    0.08% of the 13F portfolio, value $1,142,808.

    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 52,040 shares
    Change vs previous 13F +18,780 shares

    0.08% of the 13F portfolio, value $1,128,227.

    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 33,260 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $737,042.

    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).