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Disclosery

Segment Wealth Management, LLC: IBDW position timeline

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

Segment Wealth Management, LLC held 139,435 IBDW 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 139,435 shares
    Change vs previous 13F +10,980 shares

    0.15% of the 13F portfolio, value $2,905,825.

    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 128,455 shares
    Change vs previous 13F +36,820 shares

    0.16% of the 13F portfolio, value $2,688,563.

    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 91,635 shares
    Change vs previous 13F +1,020 shares

    0.11% of the 13F portfolio, value $1,938,080.

    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 90,615 shares
    Change vs previous 13F +3,770 shares

    0.12% of the 13F portfolio, value $1,922,850.

    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 86,845 shares
    Change vs previous 13F +5,715 shares

    0.12% of the 13F portfolio, value $1,827,219.

    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 81,130 shares
    Change vs previous 13F +7,820 shares

    0.11% of the 13F portfolio, value $1,683,448.

    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 73,310 shares
    Change vs previous 13F +36,635 shares

    0.1% of the 13F portfolio, value $1,491,859.

    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 36,675 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $778,244.

    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).