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Segment Wealth Management, LLC: IEFA position timeline

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

Segment Wealth Management, LLC held 60,013 IEFA 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 60,013 shares
    Change vs previous 13F -480 shares

    0.3% of the 13F portfolio, value $5,796,056.

    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 60,493 shares
    Change vs previous 13F +3,363 shares

    0.32% of the 13F portfolio, value $5,476,431.

    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 57,130 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $5,110,850.

    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 57,130 shares
    Change vs previous 13F -376 shares

    0.3% of the 13F portfolio, value $4,988,020.

    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 57,506 shares
    Change vs previous 13F -1,249 shares

    0.3% of the 13F portfolio, value $4,800,601.

    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 58,755 shares
    Change vs previous 13F -3,460 shares

    0.3% of the 13F portfolio, value $4,444,816.

    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 62,215 shares
    Change vs previous 13F -2,300 shares

    0.3% of the 13F portfolio, value $4,372,470.

    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 64,515 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,035,396.

    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).