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Segment Wealth Management, LLC: COR position timeline

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

Segment Wealth Management, LLC held 27,065 COR 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 27,065 shares
    Change vs previous 13F +638 shares

    0.4% of the 13F portfolio, value $7,658,875.

    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 26,427 shares
    Change vs previous 13F +10,867 shares

    0.49% of the 13F portfolio, value $8,301,801.

    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 15,560 shares
    Change vs previous 13F +107 shares

    0.3% of the 13F portfolio, value $5,255,415.

    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 15,453 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,829,526.

    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).