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Disclosery

Segment Wealth Management, LLC: SHOP position timeline

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

Segment Wealth Management, LLC held 6,013 SHOP 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 6,013 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $686,564.

    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 5,918 shares
    Change vs previous 13F -18,307 shares

    0.04% of the 13F portfolio, value $701,993.

    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 24,225 shares
    Change vs previous 13F +584 shares

    0.23% of the 13F portfolio, value $3,899,498.

    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 23,641 shares
    Change vs previous 13F +165 shares

    0.21% of the 13F portfolio, value $3,513,289.

    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 23,476 shares
    Change vs previous 13F +1,194 shares

    0.17% of the 13F portfolio, value $2,707,957.

    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 22,282 shares
    Change vs previous 13F +20,052 shares

    0.14% of the 13F portfolio, value $2,127,485.

    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 2,230 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $237,116.

    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).