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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

SPXC holding history

SPX Technologies, 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.

SPXC overviewAll 13F holders of SPXCFull Q2 2026 holdings

Shares (Q2 2026)
10,167
Value
$2.49M
% of portfolio
0.1%
Quarters held
9
Since Q4 2023
Holdings of SPXC by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,167$2.49M0.1%+635+6.7%AddedHolders
Q1 20269,532$1.91M0.1%+9,532NewHolders
Q4 20250$00.0%−1,200−100.0%Sold outHolders
Q3 20251,200$224.1K<0.1%00.0%UnchangedHolders
Q2 20251,200$201.2K<0.1%+1,200NewHolders
Q1 20250$00.0%−1,500−100.0%Sold outHolders
Q4 20241,500$218.3K<0.1%00.0%UnchangedHolders
Q3 20241,500$239.2K<0.1%00.0%UnchangedHolders
Q2 20241,500$213.2K<0.1%−500−25.0%ReducedHolders
Q1 20242,000$246.3K<0.1%00.0%UnchangedHolders
Q4 20232,000$202.0K<0.1%+2,000NewHolders