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Segment Wealth Management, LLC: TRGP position timeline

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

Segment Wealth Management, LLC held 3,412 TRGP 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 3,412 shares
    Change vs previous 13F +374 shares

    0.05% of the 13F portfolio, value $914,965.

    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 3,038 shares
    Change vs previous 13F -58,287 shares

    0.04% of the 13F portfolio, value $761,784.

    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 61,325 shares
    Change vs previous 13F +1,030 shares

    0.66% of the 13F portfolio, value $11,314,422.

    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 60,295 shares
    Change vs previous 13F -556 shares

    0.61% of the 13F portfolio, value $10,101,884.

    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 60,851 shares
    Change vs previous 13F +1,920 shares

    0.67% of the 13F portfolio, value $10,592,972.

    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 58,931 shares
    Change vs previous 13F +3,603 shares

    0.8% of the 13F portfolio, value $11,813,898.

    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 55,328 shares
    Change vs previous 13F +53,389 shares

    0.67% of the 13F portfolio, value $9,876,048.

    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 1,939 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $286,991.

    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).