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Disclosery

Segment Wealth Management, LLC: IBDZ position timeline

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

Segment Wealth Management, LLC held 61,800 IBDZ 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 61,800 shares
    Change vs previous 13F +10,390 shares

    0.08% of the 13F portfolio, value $1,609,890.

    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 51,410 shares
    Change vs previous 13F +30,575 shares

    0.08% of the 13F portfolio, value $1,339,745.

    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 20,835 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $549,419.

    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 20,835 shares
    Change vs previous 13F +2,750 shares

    0.03% of the 13F portfolio, value $551,502.

    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 18,085 shares
    Change vs previous 13F +1,860 shares

    0.03% of the 13F portfolio, value $472,561.

    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 16,225 shares
    Change vs previous 13F +3,050 shares

    0.03% of the 13F portfolio, value $418,368.

    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 13,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $335,304.

    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).