Segment Wealth Management, LLC: COHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Segment Wealth Management, LLC on COHR, newest first. How the timeline and the estimate are built.
Segment Wealth Management, LLC held 9,461 COHR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 9,461 sharesChange vs previous 13F +283 shares
0.19% of the 13F portfolio, value $3,732,081.
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 9,178 sharesChange vs previous 13F +7,548 shares
0.13% of the 13F portfolio, value $2,186,291.
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 1,630 sharesChange vs previous 13F +1,630 shares
0.02% of the 13F portfolio, value $300,849.
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 0 sharesChange vs previous 13F -2,370 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,370 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $211,428.
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).