Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CLS holding history

Celestica Inc in every 13F filed by Segment Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLS overview All 13F holders of CLS Full Q2 2026 holdings

Shares (Q2 2026): 10,581
Value: $3.86M
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of CLS by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,581	$3.86M	0.2%	+86+0.8%	Added	Holders
Q1 2026	10,495	$2.96M	0.2%	−246−2.3%	Reduced	Holders
Q4 2025	10,741	$3.18M	0.2%	+293+2.8%	Added	Holders
Q3 2025	10,448	$2.57M	0.2%	+10,448	New	Holders