Segment Wealth Management, LLC: SPYM position timeline

Segment Wealth Management, LLC held 321,618 SPYM 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 321,618 shares

   Change vs previous 13F +23,490 shares

   1.47% of the 13F portfolio, value $28,263,805.

   13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 298,128 shares

   Change vs previous 13F -74,583 shares

   1.34% of the 13F portfolio, value $22,818,730.

   13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 372,711 shares

   Change vs previous 13F +76,400 shares

   1.73% of the 13F portfolio, value $29,898,890.

   13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 296,311 shares

   Change vs previous 13F +271,563 shares

   1.39% of the 13F portfolio, value $23,212,972.

   13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 24,748 shares

   Change vs previous 13F +15,765 shares

   0.11% of the 13F portfolio, value $1,798,932.

   13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 8,983 shares

   Change vs previous 13F +5,563 shares

   0.04% of the 13F portfolio, value $590,722.

   13F-HR 0001085146-25-002215 filed by Segment Wealth Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,420 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $235,775.

   13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).