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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

PLD holding history

Prologis, 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.

PLD overviewAll 13F holders of PLDFull Q2 2026 holdings

Shares (Q2 2026)
5,428
Value
$735.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PLD by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,428$735.3K<0.1%+974+21.9%AddedHolders
Q1 20264,454$588.7K<0.1%−225−4.8%ReducedHolders
Q4 20254,679$597.3K<0.1%+115+2.5%AddedHolders
Q3 20254,564$522.7K<0.1%−2,558−35.9%ReducedHolders
Q2 20257,122$748.7K<0.1%+923+14.9%AddedHolders
Q1 20256,199$693.0K<0.1%+197+3.3%AddedHolders
Q4 20246,002$634.4K<0.1%+245+4.3%AddedHolders
Q3 20245,757$727.0K<0.1%+1,418+32.7%AddedHolders
Q2 20244,339$487.3K<0.1%−45,151−91.2%ReducedHolders
Q1 202449,490$6.44M0.5%+9,470+23.7%AddedHolders
Q4 202340,020$5.33M0.5%−27,712−40.9%ReducedHolders
Q3 202367,732$7.60M0.8%+2,663+4.1%AddedHolders
Q2 202365,069$7.98M0.8%−577−0.9%ReducedHolders
Q1 202365,646$8.19M0.9%+2,148+3.4%AddedHolders
Q4 202263,498$7.16M0.8%−817−1.3%ReducedHolders
Q3 202264,315$6.53M0.8%+60,355+1,524.1%AddedHolders
Q2 20223,960$466.0K0.1%−768−16.2%ReducedHolders
Q1 20224,728$763.0K0.1%00.0%UnchangedHolders
Q4 20214,728$796.0K0.1%+1,515+47.2%AddedHolders
Q3 20213,213$403.0K<0.1%−228−6.6%ReducedHolders
Q2 20213,441$411.0K<0.1%00.0%UnchangedHolders
Q1 20213,441$365.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.