Segment Wealth Management, LLC: BSJT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Segment Wealth Management, LLC on BSJT, newest first. How the timeline and the estimate are built.
Segment Wealth Management, LLC held 42,570 BSJT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 42,570 sharesChange vs previous 13F +130 shares
0.05% of the 13F portfolio, value $899,504.
13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,440 sharesChange vs previous 13F +2,680 shares
0.05% of the 13F portfolio, value $892,725.
13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,760 sharesChange vs previous 13F +930 shares
0.05% of the 13F portfolio, value $855,238.
13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,830 sharesChange vs previous 13F -1,050 shares
0.05% of the 13F portfolio, value $837,563.
13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,880 sharesChange vs previous 13F -35 shares
0.05% of the 13F portfolio, value $858,218.
13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,915 sharesChange vs previous 13F +2,005 shares
0.06% of the 13F portfolio, value $841,408.
13F-HR 0001085146-25-002215 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,910 sharesChange vs previous 13F +23,770 shares
0.06% of the 13F portfolio, value $811,054.
13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,140 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $309,100.
13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).