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Segment Wealth Management, LLC: JAAA position timeline

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

Segment Wealth Management, LLC held 33,485 JAAA 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 33,485 shares
    Change vs previous 13F -920 shares

    0.09% of the 13F portfolio, value $1,690,658.

    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 34,405 shares
    Change vs previous 13F +1,215 shares

    0.1% of the 13F portfolio, value $1,732,980.

    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 33,190 shares
    Change vs previous 13F +300 shares

    0.1% of the 13F portfolio, value $1,678,750.

    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 32,890 shares
    Change vs previous 13F +250 shares

    0.1% of the 13F portfolio, value $1,670,154.

    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 32,640 shares
    Change vs previous 13F -1,200 shares

    0.11% of the 13F portfolio, value $1,656,480.

    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 33,840 shares
    Change vs previous 13F +7,930 shares

    0.12% of the 13F portfolio, value $1,716,026.

    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 25,910 shares
    Change vs previous 13F +6,290 shares

    0.09% of the 13F portfolio, value $1,313,896.

    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 19,620 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $998,266.

    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).