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Segment Wealth Management, LLC: VXF position timeline

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

Segment Wealth Management, LLC held 61,166 VXF 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 61,166 shares
    Change vs previous 13F +712 shares

    0.78% of the 13F portfolio, value $15,059,737.

    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 60,454 shares
    Change vs previous 13F -1,183 shares

    0.73% of the 13F portfolio, value $12,441,480.

    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 61,637 shares
    Change vs previous 13F -948 shares

    0.75% of the 13F portfolio, value $12,889,577.

    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 62,585 shares
    Change vs previous 13F -12,098 shares

    0.79% of the 13F portfolio, value $13,101,533.

    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 74,683 shares
    Change vs previous 13F -488 shares

    0.91% of the 13F portfolio, value $14,392,102.

    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 75,171 shares
    Change vs previous 13F -1,100 shares

    0.88% of the 13F portfolio, value $12,949,032.

    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 76,271 shares
    Change vs previous 13F -906 shares

    0.99% of the 13F portfolio, value $14,489,988.

    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 77,177 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $14,045,371.

    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).