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Segment Wealth Management, LLC: IBDS position timeline

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

Segment Wealth Management, LLC held 69,830 IBDS 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 69,830 shares
    Change vs previous 13F +8,355 shares

    0.09% of the 13F portfolio, value $1,691,283.

    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 61,475 shares
    Change vs previous 13F +1,238 shares

    0.09% of the 13F portfolio, value $1,490,154.

    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 60,237 shares
    Change vs previous 13F -1,319 shares

    0.08% of the 13F portfolio, value $1,462,554.

    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 61,556 shares
    Change vs previous 13F +239 shares

    0.09% of the 13F portfolio, value $1,498,273.

    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 61,317 shares
    Change vs previous 13F +1,930 shares

    0.09% of the 13F portfolio, value $1,488,164.

    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 59,387 shares
    Change vs previous 13F +180 shares

    0.1% of the 13F portfolio, value $1,435,978.

    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 59,207 shares
    Change vs previous 13F +2,340 shares

    0.1% of the 13F portfolio, value $1,418,600.

    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 56,867 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,385,849.

    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).