Skip to content
Disclosery

Segment Wealth Management, LLC: XLK position timeline

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

Segment Wealth Management, LLC held 22,612 XLK 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 22,612 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $4,308,038.

    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 22,612 shares
    Change vs previous 13F -558 shares

    0.18% of the 13F portfolio, value $3,005,135.

    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 23,170 shares
    Change vs previous 13F +11,585 shares

    0.19% of the 13F portfolio, value $3,335,785.

    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 11,585 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,265,348.

    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 11,585 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,933,670.

    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 11,585 shares
    Change vs previous 13F -70 shares

    0.16% of the 13F portfolio, value $2,392,071.

    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 11,655 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,710,021.

    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 11,655 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,631,233.

    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).