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Segment Wealth Management, LLC: USMC position timeline

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

Segment Wealth Management, LLC held 267,031 USMC 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 267,031 shares
    Change vs previous 13F +12,138 shares

    1.03% of the 13F portfolio, value $19,794,160.

    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 254,893 shares
    Change vs previous 13F -1,413 shares

    0.96% of the 13F portfolio, value $16,392,733.

    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 256,306 shares
    Change vs previous 13F -809 shares

    1.02% of the 13F portfolio, value $17,544,176.

    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 257,115 shares
    Change vs previous 13F -117 shares

    1.05% of the 13F portfolio, value $17,528,361.

    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 257,232 shares
    Change vs previous 13F +926 shares

    1.02% of the 13F portfolio, value $16,092,436.

    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 256,306 shares
    Change vs previous 13F +2,800 shares

    0.98% of the 13F portfolio, value $14,553,082.

    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 253,506 shares
    Change vs previous 13F +2,221 shares

    1.04% of the 13F portfolio, value $15,217,994.

    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 251,285 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $14,320,747.

    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).