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Segment Wealth Management, LLC: IMTM position timeline

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

Segment Wealth Management, LLC held 109,113 IMTM 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 109,113 shares
    Change vs previous 13F -100,506 shares

    0.3% of the 13F portfolio, value $5,819,002.

    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 209,619 shares
    Change vs previous 13F +2,812 shares

    0.59% of the 13F portfolio, value $10,065,909.

    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 206,807 shares
    Change vs previous 13F -368 shares

    0.58% of the 13F portfolio, value $9,920,537.

    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 207,175 shares
    Change vs previous 13F -6,269 shares

    0.59% of the 13F portfolio, value $9,919,521.

    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 213,444 shares
    Change vs previous 13F -738 shares

    0.62% of the 13F portfolio, value $9,752,239.

    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 214,182 shares
    Change vs previous 13F +3,280 shares

    0.58% of the 13F portfolio, value $8,554,421.

    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 210,902 shares
    Change vs previous 13F -53,362 shares

    0.54% of the 13F portfolio, value $7,887,727.

    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 264,264 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $10,671,000.

    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).