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Segment Wealth Management, LLC: ICE position timeline

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

Segment Wealth Management, LLC held 54,196 ICE 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 54,196 shares
    Change vs previous 13F +1,136 shares

    0.35% of the 13F portfolio, value $6,672,052.

    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 53,060 shares
    Change vs previous 13F +1,741 shares

    0.49% of the 13F portfolio, value $8,345,254.

    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 51,319 shares
    Change vs previous 13F +1,847 shares

    0.48% of the 13F portfolio, value $8,311,602.

    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 49,472 shares
    Change vs previous 13F +65 shares

    0.5% of the 13F portfolio, value $8,335,093.

    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 49,407 shares
    Change vs previous 13F -356 shares

    0.58% of the 13F portfolio, value $9,064,659.

    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 49,763 shares
    Change vs previous 13F +304 shares

    0.58% of the 13F portfolio, value $8,584,164.

    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 49,459 shares
    Change vs previous 13F -16 shares

    0.5% of the 13F portfolio, value $7,369,849.

    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 49,475 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $7,947,695.

    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).