Skip to content
Disclosery

Segment Wealth Management, LLC: LIN position timeline

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

Segment Wealth Management, LLC held 1,694 LIN 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 1,694 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $879,084.

    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 1,718 shares
    Change vs previous 13F -161 shares

    0.05% of the 13F portfolio, value $851,716.

    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 1,879 shares
    Change vs previous 13F -29,561 shares

    0.05% of the 13F portfolio, value $801,187.

    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 31,440 shares
    Change vs previous 13F +286 shares

    0.9% of the 13F portfolio, value $14,933,812.

    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 31,154 shares
    Change vs previous 13F +150 shares

    0.93% of the 13F portfolio, value $14,616,978.

    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 31,004 shares
    Change vs previous 13F +575 shares

    0.98% of the 13F portfolio, value $14,436,703.

    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 30,429 shares
    Change vs previous 13F +193 shares

    0.87% of the 13F portfolio, value $12,739,709.

    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 30,236 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $14,418,339.

    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).