Skip to content
Disclosery

Segment Wealth Management, LLC: VGT position timeline

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

Segment Wealth Management, LLC held 8,512 VGT 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 8,512 shares
    Change vs previous 13F +7,448 shares

    0.05% of the 13F portfolio, value $1,017,354.

    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 1,064 shares
    Change vs previous 13F -355 shares

    0.04% of the 13F portfolio, value $742,374.

    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 1,419 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,069,614.

    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).