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Disclosery

Segment Wealth Management, LLC: IBDV position timeline

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

Segment Wealth Management, LLC held 112,335 IBDV 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 112,335 shares
    Change vs previous 13F +10,580 shares

    0.13% of the 13F portfolio, value $2,448,903.

    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 101,755 shares
    Change vs previous 13F +14,945 shares

    0.13% of the 13F portfolio, value $2,227,417.

    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 86,810 shares
    Change vs previous 13F +980 shares

    0.11% of the 13F portfolio, value $1,915,897.

    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 85,830 shares
    Change vs previous 13F +3,660 shares

    0.11% of the 13F portfolio, value $1,901,135.

    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 82,170 shares
    Change vs previous 13F -65 shares

    0.11% of the 13F portfolio, value $1,806,097.

    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 82,235 shares
    Change vs previous 13F +6,290 shares

    0.12% of the 13F portfolio, value $1,786,144.

    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 75,945 shares
    Change vs previous 13F +24,415 shares

    0.11% of the 13F portfolio, value $1,622,185.

    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 51,530 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,142,420.

    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).