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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of FDS by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−644−100.0%Sold outHolders
Q2 2025644$288.0K<0.1%00.0%UnchangedHolders
Q1 2025644$292.8K<0.1%+644NewHolders