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Segment Wealth Management, LLC: DHR position timeline

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

Segment Wealth Management, LLC held 65,506 DHR 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 65,506 shares
    Change vs previous 13F +2,224 shares

    0.65% of the 13F portfolio, value $12,477,552.

    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 63,282 shares
    Change vs previous 13F +3,825 shares

    0.7% of the 13F portfolio, value $11,998,237.

    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 59,457 shares
    Change vs previous 13F -1,226 shares

    0.79% of the 13F portfolio, value $13,610,860.

    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 60,683 shares
    Change vs previous 13F +297 shares

    0.72% of the 13F portfolio, value $12,030,924.

    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 60,386 shares
    Change vs previous 13F -4,147 shares

    0.76% of the 13F portfolio, value $11,928,701.

    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 64,533 shares
    Change vs previous 13F +2,631 shares

    0.89% of the 13F portfolio, value $13,229,254.

    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 61,902 shares
    Change vs previous 13F +936 shares

    0.97% of the 13F portfolio, value $14,209,539.

    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 60,966 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $16,949,631.

    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).