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Segment Wealth Management, LLC: HD position timeline

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

Segment Wealth Management, LLC held 50,294 HD 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 50,294 shares
    Change vs previous 13F +1,114 shares

    0.92% of the 13F portfolio, value $17,737,624.

    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 49,180 shares
    Change vs previous 13F +1,785 shares

    0.95% of the 13F portfolio, value $16,174,750.

    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 47,395 shares
    Change vs previous 13F -195 shares

    0.95% of the 13F portfolio, value $16,308,557.

    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 47,590 shares
    Change vs previous 13F -50 shares

    1.16% of the 13F portfolio, value $19,282,834.

    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 47,640 shares
    Change vs previous 13F +213 shares

    1.11% of the 13F portfolio, value $17,466,727.

    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 47,427 shares
    Change vs previous 13F +358 shares

    1.18% of the 13F portfolio, value $17,381,402.

    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 47,069 shares
    Change vs previous 13F +169 shares

    1.25% of the 13F portfolio, value $18,309,198.

    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 46,900 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $19,003,889.

    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).