Skip to content
Disclosery

Segment Wealth Management, LLC: META position timeline

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

Segment Wealth Management, LLC held 26,484 META 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 26,484 shares
    Change vs previous 13F +670 shares

    0.77% of the 13F portfolio, value $14,918,275.

    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 25,814 shares
    Change vs previous 13F +821 shares

    0.87% of the 13F portfolio, value $14,769,068.

    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 24,993 shares
    Change vs previous 13F +376 shares

    0.96% of the 13F portfolio, value $16,497,750.

    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 24,617 shares
    Change vs previous 13F +144 shares

    1.08% of the 13F portfolio, value $18,078,319.

    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 24,473 shares
    Change vs previous 13F -204 shares

    1.15% of the 13F portfolio, value $18,063,321.

    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 24,677 shares
    Change vs previous 13F +66 shares

    0.96% of the 13F portfolio, value $14,222,836.

    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 24,611 shares
    Change vs previous 13F +193 shares

    0.98% of the 13F portfolio, value $14,409,987.

    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 24,418 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $13,977,840.

    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).