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Segment Wealth Management, LLC: TMO position timeline

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

Segment Wealth Management, LLC held 1,578 TMO 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 1,578 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $791,146.

    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 1,903 shares
    Change vs previous 13F +315 shares

    0.05% of the 13F portfolio, value $935,382.

    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 1,588 shares
    Change vs previous 13F +135 shares

    0.05% of the 13F portfolio, value $920,167.

    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 1,453 shares
    Change vs previous 13F -106 shares

    0.04% of the 13F portfolio, value $704,734.

    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 1,559 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $632,112.

    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 1,700 shares
    Change vs previous 13F -129 shares

    0.06% of the 13F portfolio, value $845,920.

    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 1,829 shares
    Change vs previous 13F -4,100 shares

    0.06% of the 13F portfolio, value $951,501.

    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 5,929 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,667,588.

    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).