Segment Wealth Management, LLC: WELL position timeline

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

Segment Wealth Management, LLC held 2,101 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 2,101 shares
Change vs previous 13F +339 shares
0.02% of the 13F portfolio, value $476,864.
13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,762 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $348,365.
13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).