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Segment Wealth Management, LLC: MAIN position timeline

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

Segment Wealth Management, LLC held 114,748 MAIN 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 114,748 shares
    Change vs previous 13F +1,714 shares

    0.31% of the 13F portfolio, value $5,953,118.

    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 113,034 shares
    Change vs previous 13F -7,209 shares

    0.35% of the 13F portfolio, value $5,986,266.

    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 120,243 shares
    Change vs previous 13F +420 shares

    0.42% of the 13F portfolio, value $7,261,460.

    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 119,823 shares
    Change vs previous 13F +355 shares

    0.46% of the 13F portfolio, value $7,619,532.

    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 119,468 shares
    Change vs previous 13F +1,474 shares

    0.45% of the 13F portfolio, value $7,060,541.

    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 117,994 shares
    Change vs previous 13F +67,626 shares

    0.45% of the 13F portfolio, value $6,673,750.

    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 50,368 shares
    Change vs previous 13F +6,856 shares

    0.2% of the 13F portfolio, value $2,950,567.

    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 43,512 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,181,713.

    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).