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Disclosery

Segment Wealth Management, LLC: IBDT position timeline

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

Segment Wealth Management, LLC held 89,480 IBDT 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 89,480 shares
    Change vs previous 13F +11,145 shares

    0.12% of the 13F portfolio, value $2,259,370.

    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 78,335 shares
    Change vs previous 13F +8,555 shares

    0.12% of the 13F portfolio, value $1,984,226.

    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 69,780 shares
    Change vs previous 13F +180 shares

    0.1% of the 13F portfolio, value $1,776,250.

    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 69,600 shares
    Change vs previous 13F +3,110 shares

    0.11% of the 13F portfolio, value $1,776,192.

    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 66,490 shares
    Change vs previous 13F +2,405 shares

    0.11% of the 13F portfolio, value $1,690,176.

    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 64,085 shares
    Change vs previous 13F -380 shares

    0.11% of the 13F portfolio, value $1,618,787.

    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 64,465 shares
    Change vs previous 13F +4,395 shares

    0.11% of the 13F portfolio, value $1,605,179.

    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 60,070 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,533,587.

    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).