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Segment Wealth Management, LLC: XLG position timeline

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

Segment Wealth Management, LLC held 305,742 XLG 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 305,742 shares
    Change vs previous 13F +12,750 shares

    0.97% of the 13F portfolio, value $18,720,583.

    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 292,992 shares
    Change vs previous 13F -1,645 shares

    0.94% of the 13F portfolio, value $15,982,714.

    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 294,637 shares
    Change vs previous 13F -660 shares

    1.01% of the 13F portfolio, value $17,466,081.

    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 295,297 shares
    Change vs previous 13F -4,041 shares

    1.02% of the 13F portfolio, value $16,985,483.

    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 299,338 shares
    Change vs previous 13F +3,758 shares

    0.99% of the 13F portfolio, value $15,595,510.

    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 295,580 shares
    Change vs previous 13F -5,325 shares

    0.92% of the 13F portfolio, value $13,602,592.

    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 300,905 shares
    Change vs previous 13F +4,265 shares

    1.02% of the 13F portfolio, value $15,033,214.

    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 296,640 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $14,099,299.

    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).