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Segment Wealth Management, LLC: MSI position timeline

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

Segment Wealth Management, LLC held 40,938 MSI 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 40,938 shares
    Change vs previous 13F +949 shares

    0.88% of the 13F portfolio, value $17,001,290.

    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 39,989 shares
    Change vs previous 13F +1,954 shares

    1.02% of the 13F portfolio, value $17,354,181.

    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 38,035 shares
    Change vs previous 13F -636 shares

    0.85% of the 13F portfolio, value $14,579,713.

    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 38,671 shares
    Change vs previous 13F +349 shares

    1.06% of the 13F portfolio, value $17,683,848.

    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 38,322 shares
    Change vs previous 13F -243 shares

    1.02% of the 13F portfolio, value $16,112,698.

    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 38,565 shares
    Change vs previous 13F +97 shares

    1.14% of the 13F portfolio, value $16,884,245.

    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 38,468 shares
    Change vs previous 13F +10 shares

    1.21% of the 13F portfolio, value $17,781,018.

    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 38,458 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $17,291,695.

    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).