Skip to content
Disclosery

Segment Wealth Management, LLC: IBDY position timeline

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

Segment Wealth Management, LLC held 80,505 IBDY 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 80,505 shares
    Change vs previous 13F +10,440 shares

    0.11% of the 13F portfolio, value $2,072,601.

    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 70,065 shares
    Change vs previous 13F +22,030 shares

    0.11% of the 13F portfolio, value $1,811,180.

    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 48,035 shares
    Change vs previous 13F +820 shares

    0.07% of the 13F portfolio, value $1,255,635.

    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 47,215 shares
    Change vs previous 13F +500 shares

    0.07% of the 13F portfolio, value $1,238,449.

    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 46,715 shares
    Change vs previous 13F -385 shares

    0.08% of the 13F portfolio, value $1,210,152.

    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 47,100 shares
    Change vs previous 13F +5,260 shares

    0.08% of the 13F portfolio, value $1,203,876.

    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 41,840 shares
    Change vs previous 13F +32,360 shares

    0.07% of the 13F portfolio, value $1,050,184.

    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 9,480 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,272.

    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).