Segment Wealth Management, LLC: NOC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Segment Wealth Management, LLC on NOC, newest first. How the timeline and the estimate are built.
Segment Wealth Management, LLC held 635 NOC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 635 sharesChange vs previous 13F -4 shares
0.02% of the 13F portfolio, value $323,412.
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 639 sharesChange vs previous 13F +4 shares
0.03% of the 13F portfolio, value $435,951.
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 635 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $362,083.
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 635 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $386,918.
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 635 sharesChange vs previous 13F +13 shares
0.02% of the 13F portfolio, value $317,487.
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 622 sharesChange vs previous 13F -33 shares
0.02% of the 13F portfolio, value $318,470.
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 655 sharesChange vs previous 13F -150 shares
0.02% of the 13F portfolio, value $307,385.
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 805 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $425,096.
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).