Skip to content
Disclosery

Segment Wealth Management, LLC: IBDX position timeline

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

Segment Wealth Management, LLC held 97,135 IBDX 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 97,135 shares
    Change vs previous 13F +9,900 shares

    0.13% of the 13F portfolio, value $2,446,831.

    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 87,235 shares
    Change vs previous 13F +21,385 shares

    0.13% of the 13F portfolio, value $2,204,428.

    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 65,850 shares
    Change vs previous 13F +5,840 shares

    0.1% of the 13F portfolio, value $1,681,151.

    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 60,010 shares
    Change vs previous 13F +2,800 shares

    0.09% of the 13F portfolio, value $1,537,456.

    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 57,210 shares
    Change vs previous 13F +2,250 shares

    0.09% of the 13F portfolio, value $1,446,555.

    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 54,960 shares
    Change vs previous 13F +6,020 shares

    0.09% of the 13F portfolio, value $1,373,450.

    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 48,940 shares
    Change vs previous 13F +21,980 shares

    0.08% of the 13F portfolio, value $1,202,945.

    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 26,960 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $693,142.

    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).