Skip to content
Disclosery

Segment Wealth Management, LLC: V position timeline

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

Segment Wealth Management, LLC held 68,283 V 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 68,283 shares
    Change vs previous 13F +1,812 shares

    1.22% of the 13F portfolio, value $23,427,052.

    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 66,471 shares
    Change vs previous 13F +1,917 shares

    1.18% of the 13F portfolio, value $20,090,052.

    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 64,554 shares
    Change vs previous 13F +608 shares

    1.31% of the 13F portfolio, value $22,639,567.

    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 63,946 shares
    Change vs previous 13F -885 shares

    1.31% of the 13F portfolio, value $21,829,818.

    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 64,831 shares
    Change vs previous 13F -1,002 shares

    1.46% of the 13F portfolio, value $23,018,317.

    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 65,833 shares
    Change vs previous 13F +316 shares

    1.56% of the 13F portfolio, value $23,071,699.

    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 65,517 shares
    Change vs previous 13F +209 shares

    1.41% of the 13F portfolio, value $20,706,005.

    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 65,308 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $17,956,537.

    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).