Skip to content
Disclosery

Segment Wealth Management, LLC: IBDU position timeline

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

Segment Wealth Management, LLC held 101,690 IBDU 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 101,690 shares
    Change vs previous 13F +12,485 shares

    0.12% of the 13F portfolio, value $2,355,140.

    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 89,205 shares
    Change vs previous 13F +13,885 shares

    0.12% of the 13F portfolio, value $2,074,908.

    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 75,320 shares
    Change vs previous 13F +430 shares

    0.1% of the 13F portfolio, value $1,762,865.

    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 74,890 shares
    Change vs previous 13F +840 shares

    0.11% of the 13F portfolio, value $1,757,668.

    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 74,050 shares
    Change vs previous 13F -520 shares

    0.11% of the 13F portfolio, value $1,727,587.

    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 74,570 shares
    Change vs previous 13F +5,890 shares

    0.12% of the 13F portfolio, value $1,724,804.

    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 68,680 shares
    Change vs previous 13F +7,835 shares

    0.11% of the 13F portfolio, value $1,565,904.

    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 60,845 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,430,466.

    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).