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Segment Wealth Management, LLC: IHI position timeline

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

Segment Wealth Management, LLC held 58,821 IHI 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 58,821 shares
    Change vs previous 13F +1,145 shares

    0.15% of the 13F portfolio, value $2,906,346.

    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 57,676 shares
    Change vs previous 13F -5,710 shares

    0.18% of the 13F portfolio, value $3,077,015.

    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 63,386 shares
    Change vs previous 13F -430 shares

    0.23% of the 13F portfolio, value $3,939,440.

    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 63,816 shares
    Change vs previous 13F -37,724 shares

    0.23% of the 13F portfolio, value $3,834,065.

    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 101,540 shares
    Change vs previous 13F -2,895 shares

    0.4% of the 13F portfolio, value $6,360,466.

    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 104,435 shares
    Change vs previous 13F -2,437 shares

    0.43% of the 13F portfolio, value $6,285,943.

    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 106,872 shares
    Change vs previous 13F +7,355 shares

    0.43% of the 13F portfolio, value $6,235,981.

    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 99,517 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,893,397.

    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).