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Disclosery

Segment Wealth Management, LLC: VLTO position timeline

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

Segment Wealth Management, LLC held 8,633 VLTO 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 8,633 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $765,594.

    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 8,676 shares
    Change vs previous 13F -1,948 shares

    0.05% of the 13F portfolio, value $767,151.

    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 10,624 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $1,060,102.

    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 10,629 shares
    Change vs previous 13F -278 shares

    0.07% of the 13F portfolio, value $1,133,194.

    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 10,907 shares
    Change vs previous 13F -1,025 shares

    0.07% of the 13F portfolio, value $1,101,091.

    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 11,932 shares
    Change vs previous 13F -446 shares

    0.08% of the 13F portfolio, value $1,162,797.

    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 12,378 shares
    Change vs previous 13F -1,460 shares

    0.09% of the 13F portfolio, value $1,260,719.

    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 13,838 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,547,935.

    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).