Skip to content
Disclosery

Segment Wealth Management, LLC: VO position timeline

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

Segment Wealth Management, LLC held 33,350 VO 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 33,350 shares
    Change vs previous 13F +25,012 shares

    0.14% of the 13F portfolio, value $2,686,976.

    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 8,338 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,394,388.

    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 8,338 shares
    Change vs previous 13F +1,884 shares

    0.14% of the 13F portfolio, value $2,419,734.

    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 6,454 shares
    Change vs previous 13F +261 shares

    0.11% of the 13F portfolio, value $1,895,744.

    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 6,193 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,732,926.

    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 6,193 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $1,601,577.

    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 6,184 shares
    Change vs previous 13F +7 shares

    0.11% of the 13F portfolio, value $1,633,484.

    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 6,177 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,629,666.

    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).