Segment Wealth Management, LLC: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Segment Wealth Management, LLC on LOW, newest first. How the timeline and the estimate are built.
Segment Wealth Management, LLC held 4,147 LOW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,147 sharesChange vs previous 13F -84 shares
0.05% of the 13F portfolio, value $914,372.
13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,231 sharesChange vs previous 13F -119 shares
0.06% of the 13F portfolio, value $999,701.
13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,350 sharesChange vs previous 13F +132 shares
0.06% of the 13F portfolio, value $1,049,046.
13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,218 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $1,060,026.
13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,218 sharesChange vs previous 13F -146 shares
0.06% of the 13F portfolio, value $935,848.
13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,364 sharesChange vs previous 13F +2,798 shares
0.07% of the 13F portfolio, value $1,017,816.
13F-HR 0001085146-25-002215 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,566 sharesChange vs previous 13F -415 shares
0.03% of the 13F portfolio, value $386,489.
13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,981 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $536,554.
13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).